AAFMAA Wealth Management & Trust’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

AAFMAA Wealth Management & Trust’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 Q2	$2.59M	Buy	58,763 +3,010	+5%	+$132K	0.9%	26
2026 Q1	$2.28M	Buy	55,753 +24,941	+81%	+$1.05M	0.88%	25
2025 Q4	$1.24M	Sell	30,812 -10	-0%	-$412	0.49%	54
2025 Q3	$1.3M	Buy	30,822 +755	+3%	+$31.6K	0.52%	56
2025 Q2	$1.25M	Sell	30,067 -23,172	-44%	-$952K	0.51%	59
2025 Q1	$2.23M	Buy	+53,239	New	+$2.22M	1.01%	22

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAFMAA Wealth Management & Trust's XLRE Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 5.4% in Q2 2026, buying an estimated $132K and bringing the position to 58,763 shares worth $2.59M. The position accounts for 0.9% of the portfolio, ranked #26.

AAFMAA Wealth Management & Trust first reported a position in XLRE in Q1 2025 and has held it in 6 quarters since. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

AAFMAA Wealth Management & Trust held 58,763 shares of State Street Real Estate Select Sector SPDR ETF worth $2.59M as of Q2 2026.
AAFMAA Wealth Management & Trust bought 3,010 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $132K.
State Street Real Estate Select Sector SPDR ETF made up 0.9% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #26 holding.
AAFMAA Wealth Management & Trust first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.