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

Blue Trust Inc’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 		$40.1K Sell
910
-346
-28% -$15.2K ﹤0.01% 1434
2026
Q1 		$51.3K Sell
1,256
-238
-16% -$9.97K ﹤0.01% 1316
2025
Q4 		$60.3K Hold
1,494
– – ﹤0.01% 1283
2025
Q3 		$62.9K Buy
1,494
+12
+0.8% +$502 ﹤0.01% 1297
2025
Q2 		$61.4K Buy
1,482
+1,250
+539% +$51.3K ﹤0.01% 1273
2025
Q1 		$9.71K Buy
+232
New +$9.66K ﹤0.01% 1903
2024
Q3 		– Sell
-145
Closed -$5.73K – 3002
2024
Q2 		$5.73K Hold
145
– – ﹤0.01% 2147
2024
Q1 		$5.73K Buy
145
+90
+164% +$3.5K ﹤0.01% 1607
2023
Q4 		$2K Hold
55
– – ﹤0.01% 2232
2023
Q3 		$2K Hold
55
– – ﹤0.01% 1866
2023
Q2 		$2K Sell
55
-174
-76% -$6.42K ﹤0.01% 1771
2023
Q1 		$8K Buy
229
+36
+19% +$1.38K ﹤0.01% 1674
2022
Q4 		$7K Buy
193
+8
+4% +$295 ﹤0.01% 1646
2022
Q3 		$7K Buy
185
+58
+46% +$2.43K ﹤0.01% 1487
2022
Q2 		$6K Buy
+127
New +$5.66K ﹤0.01% 1409

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Blue Trust Inc's XLRE Position: Q2 2026 in Review

Blue Trust Inc reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 28% in Q2 2026, selling an estimated $15.2K and leaving 910 shares worth $40.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Blue Trust Inc first reported a position in XLRE in Q2 2022 and has held it in 15 quarters since. The position peaked at $62.9K in Q3 2025. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Blue Trust Inc held 910 shares of State Street Real Estate Select Sector SPDR ETF worth $40.1K as of Q2 2026.
  • Blue Trust Inc sold 346 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $15.2K.
  • State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1434 holding.
  • Blue Trust Inc first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2022 and has held it in 15 quarters since.
  • Blue Trust Inc's State Street Real Estate Select Sector SPDR ETF position peaked at $62.9K in Q3 2025.
  • 798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.