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AMG National Trust Bank’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

AMG National Trust Bank’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 		$661K Sell
15,002
-3,110
-17% -$137K 0.01% 300
2026
Q1 		$739K Buy
18,112
+3,772
+26% +$158K 0.02% 342
2025
Q4 		$579K Buy
14,340
+2,098
+17% +$86.3K 0.01% 341
2025
Q3 		$516K Buy
12,242
+774
+7% +$32.4K 0.01% 348
2025
Q2 		$475K Buy
11,468
+2,500
+28% +$103K 0.01% 347
2025
Q1 		$375K Sell
8,968
-91
-1% -$3.79K 0.01% 356
2024
Q4 		$368K Buy
9,059
+91
+1% +$3.94K 0.01% 368
2024
Q3 		$401K Sell
8,968
-2,446
-21% -$103K 0.01% 351
2024
Q2 		$438K Buy
11,414
+1,552
+16% +$58.5K 0.01% 358
2024
Q1 		$390K Sell
9,862
-150
-1% -$5.83K 0.01% 353
2023
Q4 		$401K Buy
10,012
+2,106
+27% +$75.6K 0.01% 350
2023
Q3 		$269K Sell
7,906
-383
-5% -$14.2K 0.01% 384
2023
Q2 		$312K Sell
8,289
-166
-2% -$6.12K 0.01% 382
2023
Q1 		$316K Sell
8,455
-425
-5% -$16.3K 0.01% 395
2022
Q4 		$328K Sell
8,880
-3,004
-25% -$111K 0.01% 377
2022
Q3 		$428K Buy
11,884
+2,500
+27% +$105K 0.02% 351
2022
Q2 		$416K Sell
9,384
-81
-0.9% -$3.61K 0.02% 351
2022
Q1 		$457K Sell
9,465
-592
-6% -$27.7K 0.01% 355
2021
Q4 		$521K Sell
10,057
-2,146
-18% -$103K 0.02% 348
2021
Q3 		$542K Sell
12,203
-364
-3% -$16.9K 0.02% 346
2021
Q2 		$557K Sell
12,567
-757
-6% -$32.5K 0.02% 341
2021
Q1 		$526K Sell
13,324
-820
-6% -$30.8K 0.02% 340
2020
Q4 		$517K Sell
14,144
-1,612
-10% -$58.5K 0.02% 345
2020
Q3 		$556K Sell
15,756
-2,276
-13% -$81.1K 0.02% 305
2020
Q2 		$628K Buy
+18,032
New +$609K 0.03% 287
2017
Q2 		– Sell
-10,133
Closed -$320K – 267
2017
Q1 		$320K Sell
10,133
-1,180
-10% -$36.8K 0.02% 210
2016
Q4 		$348K Sell
11,313
-1,159
-9% -$35.5K 0.03% 202
2016
Q3 		$409K Buy
+12,472
New +$418K 0.03% 196

Other funds holding XLRE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

AMG National Trust Bank's XLRE Position: Q2 2026 in Review

AMG National Trust Bank reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 17% in Q2 2026, selling an estimated $137K and leaving 15,002 shares worth $661K. The position accounts for 0.01% of the portfolio, ranked #300.

AMG National Trust Bank first reported a position in XLRE in Q3 2016 and has held it in 28 quarters since. The position peaked at $739K in Q1 2026. 517 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • AMG National Trust Bank held 15,002 shares of State Street Real Estate Select Sector SPDR ETF worth $661K as of Q2 2026.
  • AMG National Trust Bank sold 3,110 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $137K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.01% of AMG National Trust Bank's portfolio in Q2 2026, its #300 holding.
  • AMG National Trust Bank first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 28 quarters since.
  • AMG National Trust Bank's State Street Real Estate Select Sector SPDR ETF position peaked at $739K in Q1 2026.
  • 517 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.