Atlantic Union Bankshares’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Atlantic Union Bankshares’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	$1.91M	Buy	43,451 +5,797	+15%	+$255K	0.03%	289
2026 Q1	$1.54M	Sell	37,654 -43,636	-54%	-$1.83M	0.03%	308
2025 Q4	$3.28M	Buy	81,290 +5,619	+7%	+$231K	0.06%	237
2025 Q3	$3.19M	Buy	75,671 +14,984	+25%	+$627K	0.06%	241
2025 Q2	$2.51M	Buy	+60,687	New	+$2.49M	0.06%	239

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

Atlantic Union Bankshares's XLRE Position: Q2 2026 in Review

Atlantic Union Bankshares increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 15% in Q2 2026, buying an estimated $255K and bringing the position to 43,451 shares worth $1.91M. The position accounts for 0.03% of the portfolio, ranked #289.

Atlantic Union Bankshares first reported a position in XLRE in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.28M in Q4 2025. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Atlantic Union Bankshares held 43,451 shares of State Street Real Estate Select Sector SPDR ETF worth $1.91M as of Q2 2026.
Atlantic Union Bankshares bought 5,797 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $255K.
State Street Real Estate Select Sector SPDR ETF made up 0.03% of Atlantic Union Bankshares's portfolio in Q2 2026, its #289 holding.
Atlantic Union Bankshares first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Atlantic Union Bankshares's State Street Real Estate Select Sector SPDR ETF position peaked at $3.28M in Q4 2025.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.