Ted Buchan & Co’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Ted Buchan & Co’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	-4,782	Closed	-$211K	–	100
2026 Q2	$211K	Buy	+4,782	New	+$210K	0.07%	92
2025 Q4	–	Sell	-4,782	Closed	-$201K	–	90
2025 Q3	$201K	Sell	4,782 -1,800	-27%	-$75.3K	0.08%	83
2025 Q2	$273K	Sell	6,582 -1,050	-14%	-$43.1K	0.11%	85
2025 Q1	$319K	Hold	7,632	–	–	0.15%	74
2024 Q4	$310K	Hold	7,632	–	–	0.15%	71
2024 Q3	$341K	Hold	7,632	–	–	0.16%	68
2024 Q2	$293K	Buy	+7,632	New	+$287K	0.16%	72

Other funds holding XLRE

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Ted Buchan & Co's XLRE Position: Q3 2026 in Review

Ted Buchan & Co sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2026, closing a stake of 4,782 shares — an estimated $211K sold.

Ted Buchan & Co first reported a position in XLRE in Q2 2024 and held it in 7 quarters. The position peaked at $341K in Q3 2024. 517 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

Ted Buchan & Co reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
Ted Buchan & Co sold 4,782 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $211K.
Ted Buchan & Co first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2024 and held it in 7 quarters.
Ted Buchan & Co's State Street Real Estate Select Sector SPDR ETF position peaked at $341K in Q3 2024.
517 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Ted Buchan & Co's 13F filing for Q3 2026, filed 23 Oct 2026.