Berkshire Bank’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Berkshire 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	$1.28M	Sell	29,043 -3,029	-9%	-$133K	0.25%	68
2026 Q1	$1.31M	Sell	32,072 -6,016	-16%	-$252K	0.27%	66
2025 Q4	$1.54M	Sell	38,088 -11,095	-23%	-$457K	0.31%	60
2025 Q3	$2.07M	Sell	49,183 -98	-0.2%	-$4.1K	0.45%	48
2025 Q2	$2.04M	Buy	49,281 +2,540	+5%	+$104K	0.47%	49
2025 Q1	$1.96M	Buy	46,741 +425	+0.9%	+$17.7K	0.48%	49
2024 Q4	$1.88M	Buy	+46,316	New	+$2M	0.44%	52

Other funds holding XLRE

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

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

DJFS

Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Berkshire Bank's XLRE Position: Q2 2026 in Review

Berkshire Bank reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 9.4% in Q2 2026, selling an estimated $133K and leaving 29,043 shares worth $1.28M. The position accounts for 0.25% of the portfolio, ranked #68.

Berkshire Bank first reported a position in XLRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.07M in Q3 2025. 386 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Berkshire Bank held 29,043 shares of State Street Real Estate Select Sector SPDR ETF worth $1.28M as of Q2 2026.
Berkshire Bank sold 3,029 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $133K.
State Street Real Estate Select Sector SPDR ETF made up 0.25% of Berkshire Bank's portfolio in Q2 2026, its #68 holding.
Berkshire Bank first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Berkshire Bank's State Street Real Estate Select Sector SPDR ETF position peaked at $2.07M in Q3 2025.
386 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.