VisionPoint Advisory Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

VisionPoint Advisory Group’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	-5,944	Closed	-$262K	–	511
2026 Q2	$262K	Buy	+5,944	New	+$261K	0.04%	396
2022 Q3	–	Sell	-8,558	Closed	-$383K	–	109
2022 Q2	$383K	Buy	8,558 +2,582	+43%	+$115K	0.15%	68
2022 Q1	$251K	Sell	5,976 -12,276	-67%	-$575K	0.12%	76
2021 Q4	$852K	Sell	18,252 -5,406	-23%	-$260K	0.37%	57
2021 Q3	$1.14M	Sell	23,658 -5,539	-19%	-$257K	0.51%	46
2021 Q2	$1.29M	Buy	29,197 +5,158	+21%	+$221K	0.58%	50
2021 Q1	$949K	Buy	24,039 +9,637	+67%	+$362K	0.45%	59
2020 Q4	$527K	Buy	+14,402	New	+$522K	0.27%	78

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

VisionPoint Advisory Group's XLRE Position: Q3 2026 in Review

VisionPoint Advisory Group sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2026, closing a stake of 5,944 shares — an estimated $262K sold.

VisionPoint Advisory Group first reported a position in XLRE in Q4 2020 and held it in 8 quarters. The position peaked at $1.29M in Q2 2021. 433 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

VisionPoint Advisory Group reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
VisionPoint Advisory Group sold 5,944 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $262K.
VisionPoint Advisory Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2020 and held it in 8 quarters.
VisionPoint Advisory Group's State Street Real Estate Select Sector SPDR ETF position peaked at $1.29M in Q2 2021.
433 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.