Arlington Trust’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Arlington 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	$1.28K	Buy	+29	New	+$1.27K	﹤0.01%	718
2026 Q1	–	Sell	-150	Closed	-$6.05K	–	864
2025 Q4	$6.05K	Hold	150	–	–	﹤0.01%	365
2025 Q3	$6.32K	Sell	150 -1,500	-91%	-$62.7K	﹤0.01%	513
2025 Q2	$68.3K	Buy	1,650 +1,500	+1,000%	+$61.6K	0.01%	318
2025 Q1	$6.28K	Hold	150	–	–	﹤0.01%	543
2024 Q4	$6.1K	Buy	+150	New	+$6.49K	﹤0.01%	494

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

Arlington Trust's XLRE Position: Q2 2026 in Review

Arlington Trust opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 29 shares worth $1.28K. The stake represents ﹤0.01% of the portfolio and ranks #718 among its holdings. This is a return to the name: Arlington Trust previously reported a position in XLRE as recently as Q4 2025.

Arlington Trust first reported a position in XLRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $68.3K in Q2 2025. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Arlington Trust held 29 shares of State Street Real Estate Select Sector SPDR ETF worth $1.28K as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Arlington Trust position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #718 holding.
Arlington Trust first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Arlington Trust's State Street Real Estate Select Sector SPDR ETF position peaked at $68.3K in Q2 2025.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.