Valley Wealth Managers’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Valley Wealth Managers’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	$17.7K	Buy	432 +61	+16%	+$2.7K	﹤0.01%	269
2026 Q2	$16.3K	Hold	371	–	–	﹤0.01%	263
2026 Q1	$15.1K	Hold	371	–	–	﹤0.01%	254
2025 Q4	$15K	Hold	371	–	–	﹤0.01%	261
2025 Q3	$15.6K	Hold	371	–	–	﹤0.01%	245
2025 Q2	$15.4K	Buy	371 +53	+17%	+$2.18K	﹤0.01%	232
2025 Q1	$13.3K	Buy	318 +100	+46%	+$4.17K	﹤0.01%	262
2024 Q4	$8.87K	Hold	218	–	–	﹤0.01%	293
2024 Q3	$9.7K	Sell	218 -31	-12%	-$1.31K	﹤0.01%	291
2024 Q2	$9.6K	Sell	249 -501	-67%	-$18.9K	﹤0.01%	291
2024 Q1	$29.6K	Buy	750 +33	+5%	+$1.28K	﹤0.01%	229
2023 Q4	$28.7K	Hold	717	–	–	﹤0.01%	234
2023 Q3	$24.4K	Hold	717	–	–	﹤0.01%	249
2023 Q2	$27K	Sell	717 -21	-3%	-$775	﹤0.01%	236
2023 Q1	$27.6K	Hold	738	–	–	﹤0.01%	242
2022 Q4	$27.3K	Hold	738	–	–	﹤0.01%	258
2022 Q3	$27K	Sell	738 -198	-21%	-$8.29K	﹤0.01%	273
2022 Q2	$38K	Buy	+936	New	+$41.7K	﹤0.01%	265
2017 Q2	–	Sell	-354	Closed	-$11K	–	186
2017 Q1	$11K	Buy	354 +215	+155%	+$6.7K	﹤0.01%	171
2016 Q4	$4K	Hold	139	–	–	﹤0.01%	198
2016 Q3	$5K	Buy	+139	New	+$4.66K	﹤0.01%	187

Other funds holding XLRE

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

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $264M AUM 15.76% 1-Year Est. Return

Valley Wealth Managers's XLRE Position: Q3 2026 in Review

Valley Wealth Managers increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 16% in Q3 2026, buying an estimated $2.7K and bringing the position to 432 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Valley Wealth Managers first reported a position in XLRE in Q3 2016 and has held it in 21 quarters since. The position peaked at $38K in Q2 2022. 211 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

Valley Wealth Managers held 432 shares of State Street Real Estate Select Sector SPDR ETF worth $17.7K as of Q3 2026.
Valley Wealth Managers bought 61 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $2.7K.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #269 holding.
Valley Wealth Managers first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 21 quarters since.
Valley Wealth Managers's State Street Real Estate Select Sector SPDR ETF position peaked at $38K in Q2 2022.
211 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.