Y-Intercept (HK)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Y-Intercept (HK)’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	-17,407	Closed	-$766K	–	2153
2026 Q2	$766K	Buy	+17,407	New	+$765K	0.02%	1156
2026 Q1	–	Sell	-18,425	Closed	-$743K	–	2119
2025 Q4	$743K	Sell	18,425 -14,832	-45%	-$610K	0.02%	1106
2025 Q3	$1.4M	Buy	+33,257	New	+$1.39M	0.03%	811
2024 Q4	–	Sell	-20,866	Closed	-$932K	–	1724
2024 Q3	$932K	Buy	20,866 +7,718	+59%	+$325K	0.06%	477
2024 Q2	$505K	Buy	13,148 +7,408	+129%	+$279K	0.03%	801
2024 Q1	$227K	Buy	+5,740	New	+$223K	0.02%	1086
2023 Q3	–	Sell	-14,512	Closed	-$547K	–	1689
2023 Q2	$547K	Buy	+14,512	New	+$535K	0.06%	529
2022 Q2	–	Sell	-10,306	Closed	-$498K	–	1235
2022 Q1	$498K	Sell	10,306 -2,130	-17%	-$100K	0.11%	265
2021 Q4	$644K	Buy	12,436 +3,512	+39%	+$169K	0.15%	193
2021 Q3	$397K	Buy	+8,924	New	+$415K	0.07%	396
2021 Q2	–	Sell	-6,071	Closed	-$241K	–	950
2021 Q1	$241K	Buy	+6,071	New	+$228K	0.06%	491

Other funds holding XLRE

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 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

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

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

Dean Jacobson Financial Services Fort Worth, Texas $181M AUM 11.7% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

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

Y-Intercept (HK)'s XLRE Position: Q3 2026 in Review

Y-Intercept (HK) sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2026, closing a stake of 17,407 shares — an estimated $766K sold.

Y-Intercept (HK) first reported a position in XLRE in Q1 2021 and held it in 11 quarters. The position peaked at $1.4M in Q3 2025. 310 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

Y-Intercept (HK) reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 17,407 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $766K.
Y-Intercept (HK) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2021 and held it in 11 quarters.
Y-Intercept (HK)'s State Street Real Estate Select Sector SPDR ETF position peaked at $1.4M in Q3 2025.
310 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.