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Sherry Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Sherry Group’s Portfolio XLRE Stock Details XLRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.14M Buy
27,815
+168
+0.6% +$7.43K 1.07% 28
2026
Q2 		$1.24M Sell
27,647
-239
-0.9% -$10.5K 1.21% 24
2026
Q1 		$1.14M Sell
27,886
-64
-0.2% -$2.68K 1.24% 21
2025
Q4 		$1.14M Buy
+27,950
New +$1.15M 1.19% 24

Other funds holding XLRE

CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
ANBOT
American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

Sherry Group's XLRE Position: Q3 2026 in Review

Sherry Group increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.61% in Q3 2026, buying an estimated $7.43K and bringing the position to 27,815 shares worth $1.14M. The position accounts for 1.07% of the portfolio, ranked #28.

Sherry Group first reported a position in XLRE in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.24M in Q2 2026. 39 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

  • Sherry Group held 27,815 shares of State Street Real Estate Select Sector SPDR ETF worth $1.14M as of Q3 2026.
  • Sherry Group bought 168 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $7.43K.
  • State Street Real Estate Select Sector SPDR ETF made up 1.07% of Sherry Group's portfolio in Q3 2026, its #28 holding.
  • Sherry Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
  • Sherry Group's State Street Real Estate Select Sector SPDR ETF position peaked at $1.24M in Q2 2026.
  • 39 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Sherry Group's 13F filing for Q3 2026, filed 9 Oct 2026.