Koesten, Hirschmann & Crabtree, INC. XLRE — SELECT SECTOR SPDR TR

Ownership history in Koesten, Hirschmann & Crabtree, INC.  ·  5 quarters on record

AI Ownership Summary

Koesten, Hirschmann & Crabtree, INC. reported SELECT SECTOR SPDR TR (XLRE) in 5 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows XLRE at 0.00% 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.

What this XLRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Koesten, Hirschmann & Crabtree, INC.'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
2025 Q3

XLRE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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 Koesten, Hirschmann & Crabtree, INC. fund profile Koesten, Hirschmann & Crabtree, INC. full holdings
How Koesten, Hirschmann & Crabtree, INC. 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 100.0% -2.5% ✅ — -32 -100.0% 0.00% $4 2025-11-05 $40.22
2025 Q2 REDUCED 73.6% +2.1% ❌ 32 -89 -73.6% 0.00% $1K 2025-08-15 $40.30
2024 Q2 UNCHANGED — — — 121 — 0% 0.00% $5K 2024-09-09 $41.65
2024 Q1 UNCHANGED — — — 121 — 0% 0.00% $5K 2024-05-22 $35.64
2023 Q4 INITIATED — — — 121 — — 0.00% $5K 2024-02-14 $35.10

🏢 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 Koesten, Hirschmann & Crabtree, INC. and XLRE

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

How long has Koesten, Hirschmann & Crabtree, INC. reported owning XLRE?

Koesten, Hirschmann & Crabtree, INC. reported XLRE across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported XLRE position in Koesten, Hirschmann & Crabtree, INC.'s portfolio?

The largest reported portfolio weight for XLRE was 0.00% in 2023 Q4.

What is the latest reported XLRE position on this page?

The latest section of the table and chart shows the most recent reported XLRE position for Koesten, Hirschmann & Crabtree, INC..

What does the chart on this XLRE ownership page compare?

The chart compares Koesten, Hirschmann & Crabtree, INC.'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.

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