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

Whitaker-Myers 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	–	Sell	-34,370	Closed	-$1.51M	–	133
2026 Q2	$1.51M	Buy	+34,370	New	+$1.51M	0.25%	61
2024 Q4	–	Sell	-14,566	Closed	-$651K	–	141
2024 Q3	$651K	Buy	+14,566	New	+$614K	0.22%	51

Other funds holding XLRE

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

CAWM

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

ANBOT

American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Whitaker-Myers Wealth Managers's XLRE Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2026, closing a stake of 34,370 shares — an estimated $1.51M sold.

Whitaker-Myers Wealth Managers first reported a position in XLRE in Q3 2024 and held it in 2 quarters. The position peaked at $1.51M in Q2 2026. 67 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

Whitaker-Myers Wealth Managers reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
Whitaker-Myers Wealth Managers sold 34,370 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $1.51M.
Whitaker-Myers Wealth Managers first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and held it in 2 quarters.
Whitaker-Myers Wealth Managers's State Street Real Estate Select Sector SPDR ETF position peaked at $1.51M in Q2 2026.
67 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

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