SOA Wealth Advisors
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SOA Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

SOA Wealth Advisors’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 		$23.2K Sell
567
-219
-28% -$9.7K ﹤0.01% 495
2026
Q2 		$34.6K Sell
786
-281
-26% -$12.4K 0.01% 445
2026
Q1 		$43.6K Sell
1,067
-471
-31% -$19.7K 0.01% 393
2025
Q4 		$62.1K Buy
1,538
+14
+0.9% +$576 0.01% 334
2025
Q3 		$64.2K Sell
1,524
-64
-4% -$2.68K 0.01% 343
2025
Q2 		$65.8K Buy
1,588
+12
+0.8% +$493 0.01% 321
2025
Q1 		$66K Sell
1,576
-14
-0.9% -$583 0.01% 302
2024
Q4 		$64.7K Sell
1,590
-24
-1% -$1.04K 0.01% 299
2024
Q3 		$72.1K Buy
1,614
+9
+0.6% +$379 0.01% 273
2024
Q2 		$61.6K Sell
1,605
-81
-5% -$3.05K 0.01% 286
2024
Q1 		$66.7K Buy
1,686
+9
+0.5% +$350 0.01% 278
2023
Q4 		$67.2K Buy
1,677
+14
+0.8% +$503 0.02% 271
2023
Q3 		$56.7K Sell
1,663
-222
-12% -$8.22K 0.01% 271
2023
Q2 		$71K Sell
1,885
-233
-11% -$8.6K 0.02% 259
2023
Q1 		$79.2K Buy
2,118
+13
+0.6% +$499 0.02% 243
2022
Q4 		$77.8K Buy
2,105
+19
+0.9% +$701 0.02% 238
2022
Q3 		$75K Buy
2,086
+16
+0.8% +$670 0.02% 227
2022
Q2 		$84K Buy
2,070
+13
+0.6% +$580 0.02% 219
2022
Q1 		$99K Buy
2,057
+9
+0.4% +$422 0.02% 228
2021
Q4 		$105K Buy
2,048
+14
+0.7% +$674 0.03% 209
2021
Q3 		$90K Buy
2,034
+9
+0.4% +$418 0.02% 234
2021
Q2 		$89K Buy
2,025
+10
+0.5% +$429 0.02% 233
2021
Q1 		$79K Buy
2,015
+16
+0.8% +$602 0.02% 222
2020
Q4 		$76K Buy
+1,999
New +$72.5K 0.02% 221

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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
American Family Investments
American Family Investments Madison, Wisconsin $6.41B AUM 0.75% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

SOA Wealth Advisors's XLRE Position: Q3 2026 in Review

SOA Wealth Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 28% in Q3 2026, selling an estimated $9.7K and leaving 567 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

SOA Wealth Advisors first reported a position in XLRE in Q4 2020 and has held it in 24 quarters since. The position peaked at $105K in Q4 2021. 668 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

  • SOA Wealth Advisors held 567 shares of State Street Real Estate Select Sector SPDR ETF worth $23.2K as of Q3 2026.
  • SOA Wealth Advisors sold 219 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $9.7K.
  • State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #495 holding.
  • SOA Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2020 and has held it in 24 quarters since.
  • SOA Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $105K in Q4 2021.
  • 668 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.