Smartleaf Asset Management
XLRE icon

Smartleaf Asset Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Smartleaf Asset Management’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 		$8.64K Sell
209
-1,673
-89% -$74K ﹤0.01% 2490
2026
Q2 		$84.5K Hold
1,882
– – ﹤0.01% 1255
2026
Q1 		$75.7K Buy
1,882
+1,795
+2,063% +$75.2K ﹤0.01% 1250
2025
Q4 		$3.54K Hold
87
– – ﹤0.01% 2818
2025
Q3 		$3.65K Buy
87
+22
+34% +$920 ﹤0.01% 2469
2025
Q2 		$2.67K Hold
65
– – ﹤0.01% 2249
2025
Q1 		$2.69K Hold
65
– – ﹤0.01% 2391
2024
Q4 		$2.62K Hold
65
– – ﹤0.01% 2457
2024
Q3 		$2.88K Buy
+65
New +$2.74K ﹤0.01% 2354

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vanderbilt University
Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Parcion Private Wealth
Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Smartleaf Asset Management's XLRE Position: Q3 2026 in Review

Smartleaf Asset Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 89% in Q3 2026, selling an estimated $74K and leaving 209 shares worth $8.64K. The position accounts for ﹤0.01% of the portfolio, ranked #2490.

Smartleaf Asset Management first reported a position in XLRE in Q3 2024 and has held it in 9 quarters since. The position peaked at $84.5K in Q2 2026. 517 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

  • Smartleaf Asset Management held 209 shares of State Street Real Estate Select Sector SPDR ETF worth $8.64K as of Q3 2026.
  • Smartleaf Asset Management sold 1,673 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $74K.
  • State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #2490 holding.
  • Smartleaf Asset Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's State Street Real Estate Select Sector SPDR ETF position peaked at $84.5K in Q2 2026.
  • 517 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.