Auto-Owners Insurance Co XLRE — SELECT SECTOR SPDR TR

Ownership history in Auto-Owners Insurance Co  ·  14 quarters on record

AI Ownership Summary

Auto-Owners Insurance Co reported SELECT SECTOR SPDR TR (XLRE) in 14 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 11.83% in 2025 Q1. The latest visible filing shows XLRE at 0.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Auto-Owners Insurance Co's position in SELECT SECTOR SPDR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XLRE was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.83% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XLRE stock page Auto-Owners Insurance Co fund profile Auto-Owners Insurance Co full holdings
How Auto-Owners Insurance Co held XLRE — position size vs. price
% of Fund (quarterly)    XLRE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 97.5% +11.0% ❌ 766,565 -30,160,500 -97.5% 0.66% $31.3M 2026-04-10 $42.45
2025 Q4 ADDED — — — 30,927,065 +30,343,017 +5195.3% 0.65% $30.9M 2026-03-09 $42.32
2025 Q3 UNCHANGED — — — 584,048 — 0% 0.64% $24.6M 2025-11-17 $39.62
2025 Q2 REDUCED 95.6% +2.1% ❌ 584,048 -12,767,469 -95.6% 0.54% $24.2M 2025-08-01 $39.91
2025 Q1 ADDED — — — 13,351,517 +12,584,952 +1641.7% 11.83% $447.0M 2025-05-06 $39.84
2024 Q4 ADDED — — — 766,565 +182,517 +31.3% 0.71% $31.2M 2025-02-14 $40.04
2024 Q3 UNCHANGED — — — 584,048 — 0% 0.64% $26.1M 2024-11-12 $40.48
2024 Q2 UNCHANGED — — — 584,048 — 0% 0.59% $22.4M 2024-08-14 $39.28
2024 Q1 UNCHANGED — — — 584,048 — 0% 0.61% $23.1M 2024-05-08 $34.32
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XLRE

As of 2026 Q1 — sorted by position size

Dean, Jacobson Financial Services, LLC 3Y 13.1% Algorithmic Investment Models, LLC 3Y 6.63% Reyes Financial Architecture, Inc. 6.15% American National Bank of Texas 4.99% SURIENCE PRIVATE WEALTH LLC 3Y 4.81% Moss Adams Wealth Advisors LLC 4.75% CAPITAL WEALTH MANAGEMENT, LLC 3Y 7Y 4.01% Solano Wealth Investment Advisors LLC 3.91% Cedar Point Capital Partners, LLC 3.77% Spahn Wealth & Retirement LLC 3.57%

FAQ About Auto-Owners Insurance Co and XLRE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Auto-Owners Insurance Co reported owning XLRE?

Auto-Owners Insurance Co reported XLRE across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported XLRE position in Auto-Owners Insurance Co's portfolio?

The largest reported portfolio weight for XLRE was 11.83% in 2025 Q1.

What is the latest reported XLRE position on this page?

The most recent filing on this page is 2026 Q1, when Auto-Owners Insurance Co reported 766,565 shares, equal to 0.66% of portfolio, with an estimated market value of $31.3M.

What does the chart on this XLRE ownership page compare?

The chart compares Auto-Owners Insurance Co's quarterly XLRE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Auto-Owners Insurance Co time their XLRE position?

Based on 13F filing dates vs. subsequent XLRE price moves, Auto-Owners Insurance Co correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on XLRE relative to SPY over the holding period was -10.9%.

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