Berbice Capital Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Berbice Capital Management’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	–	Sell	-200	Closed	-$8.17K	–	164
2026 Q1	$8.17K	Buy	+200	New	+$8.38K	0.01%	143
2025 Q3	–	Sell	-800	Closed	-$33.1K	–	206
2025 Q2	$33.1K	Buy	800 +600	+300%	+$24.6K	0.02%	103
2025 Q1	$8.37K	Buy	+200	New	+$8.33K	0.01%	152

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

Berbice Capital Management's XLRE Position: Q2 2026 in Review

Berbice Capital Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026, closing a stake of 200 shares — an estimated $8.17K sold.

Berbice Capital Management first reported a position in XLRE in Q1 2025 and held it in 3 quarters. The position peaked at $33.1K in Q2 2025. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Berbice Capital Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Berbice Capital Management sold 200 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $8.17K.
Berbice Capital Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2025 and held it in 3 quarters.
Berbice Capital Management's State Street Real Estate Select Sector SPDR ETF position peaked at $33.1K 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 Berbice Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.