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Viewpoint Capital Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Viewpoint Capital 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 		$46K Buy
1,125
+675
+150% +$29.8K 0.02% 117
2026
Q2 		$19.8K Sell
450
-847
-65% -$37.2K 0.01% 119
2026
Q1 		$53K Sell
1,297
-6
-0.5% -$251 0.02% 114
2025
Q4 		$52.6K Sell
1,303
-11
-0.8% -$453 0.02% 116
2025
Q3 		$55.4K Hold
1,314
– – 0.02% 119
2025
Q2 		$54.4K Hold
1,314
– – 0.03% 116
2025
Q1 		$55K Hold
1,314
– – 0.03% 121
2024
Q4 		$53.4K Hold
1,314
– – 0.03% 117
2024
Q3 		$58.2K Sell
1,314
-55
-4% -$2.32K 0.03% 117
2024
Q2 		$52.6K Hold
1,369
– – 0.03% 117
2024
Q1 		$54.1K Hold
1,369
– – 0.03% 117
2023
Q4 		$54.8K Hold
1,369
– – 0.04% 113
2023
Q3 		$46.6K Sell
1,369
-89
-6% -$3.29K 0.04% 107
2023
Q2 		$55K Hold
1,458
– – 0.04% 106
2023
Q1 		$54.5K Sell
1,458
-20
-1% -$768 0.05% 98
2022
Q4 		$54.6K Sell
1,478
-312
-17% -$11.5K 0.05% 96
2022
Q3 		$64K Hold
1,790
– – 0.06% 93
2022
Q2 		$73K Hold
1,790
– – 0.07% 96
2022
Q1 		$86K Hold
1,790
– – 0.07% 100
2021
Q4 		$93K Buy
+1,790
New +$86.1K 0.07% 103

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

Viewpoint Capital Management's XLRE Position: Q3 2026 in Review

Viewpoint Capital Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 150% in Q3 2026, buying an estimated $29.8K and bringing the position to 1,125 shares worth $46K. The position accounts for 0.02% of the portfolio, ranked #117.

Viewpoint Capital Management first reported a position in XLRE in Q4 2021 and has held it in 20 quarters since. The position peaked at $93K in Q4 2021. 517 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

  • Viewpoint Capital Management held 1,125 shares of State Street Real Estate Select Sector SPDR ETF worth $46K as of Q3 2026.
  • Viewpoint Capital Management bought 675 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $29.8K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.02% of Viewpoint Capital Management's portfolio in Q3 2026, its #117 holding.
  • Viewpoint Capital Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and has held it in 20 quarters since.
  • Viewpoint Capital Management's State Street Real Estate Select Sector SPDR ETF position peaked at $93K in Q4 2021.
  • 517 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Viewpoint Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.