Surience Private Wealth
XLRE icon

Surience Private Wealth’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Surience Private Wealth’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 		– Sell
-102,287
Closed -$4.5M – 63
2026
Q2 		$4.5M Sell
102,287
-7,539
-7% -$332K 3.96% 7
2026
Q1 		$4.48M Buy
+109,826
New +$4.6M 4.81% 6

Other funds holding XLRE

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Capital Advisors Wealth Management
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
Aspect Partners
Aspect Partners Fairfax, Virginia $264M AUM 15.76% 1-Year Est. Return

Surience Private Wealth's XLRE Position: Q3 2026 in Review

Surience Private Wealth sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2026, closing a stake of 102,287 shares — an estimated $4.5M sold.

Surience Private Wealth first reported a position in XLRE in Q1 2026 and held it in 2 quarters. The position peaked at $4.5M in Q2 2026. 211 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

  • Surience Private Wealth reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
  • Surience Private Wealth sold 102,287 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $4.5M.
  • Surience Private Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2026 and held it in 2 quarters.
  • Surience Private Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $4.5M in Q2 2026.
  • 211 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.