Cornerstone National Bank & Trust’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Cornerstone National Bank & 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	$676K	Sell	15,294 -78	-0.5%	-$3.43K	0.23%	58
2026 Q1	$629K	Buy	15,372 +345	+2%	+$14.5K	0.23%	59
2025 Q4	$606K	Buy	15,027 +176	+1%	+$7.24K	0.24%	54
2025 Q3	$626K	Buy	14,851 +110	+0.7%	+$4.6K	0.26%	53
2025 Q2	$611K	Buy	14,741 +917	+7%	+$37.7K	0.26%	55
2025 Q1	$579K	Sell	13,824 -1,769	-11%	-$73.7K	0.26%	56
2024 Q4	$634K	Buy	15,593 +260	+2%	+$11.3K	0.29%	53
2024 Q3	$685K	Sell	15,333 -675	-4%	-$28.4K	0.31%	53
2024 Q2	$615K	Buy	16,008 +617	+4%	+$23.2K	0.3%	53
2024 Q1	$608K	Buy	15,391 +1,547	+11%	+$60.2K	0.31%	52
2023 Q4	$555K	Sell	13,844 -333	-2%	-$12K	0.3%	53
2023 Q3	$483K	Sell	14,177 -214	-1%	-$7.92K	0.3%	51
2023 Q2	$542K	Sell	14,391 -2,234	-13%	-$82.4K	0.31%	49
2023 Q1	$621K	Sell	16,625 -36	-0.2%	-$1.38K	0.34%	46
2022 Q4	$615K	Buy	16,661 +56	+0.3%	+$2.07K	0.34%	47
2022 Q3	$598K	Buy	16,605 +24	+0.1%	+$1K	0.33%	48
2022 Q2	$677K	Buy	16,581 +693	+4%	+$30.9K	0.34%	46
2022 Q1	$768K	Buy	15,888 +2,117	+15%	+$99.2K	0.34%	48
2021 Q4	$713K	Buy	13,771 +176	+1%	+$8.47K	0.31%	48
2021 Q3	$604K	Buy	13,595 +296	+2%	+$13.8K	0.27%	51
2021 Q2	$590K	Buy	13,299 +713	+6%	+$30.6K	0.26%	51
2021 Q1	$497K	Sell	12,586 -1,021	-8%	-$38.4K	0.23%	54
2020 Q4	$497K	Sell	13,607 -2,210	-14%	-$80.2K	0.27%	50
2020 Q3	$558K	Sell	15,817 -347	-2%	-$12.4K	0.36%	46
2020 Q2	$563K	Sell	16,164 -7,094	-31%	-$240K	0.41%	46
2020 Q1	$721K	Buy	23,258 +914	+4%	+$34.1K	0.65%	29
2019 Q4	$864K	Buy	+22,344	New	+$864K	0.77%	31

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

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

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Cornerstone National Bank & Trust's XLRE Position: Q2 2026 in Review

Cornerstone National Bank & Trust reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.51% in Q2 2026, selling an estimated $3.43K and leaving 15,294 shares worth $676K. The position accounts for 0.23% of the portfolio, ranked #58.

Cornerstone National Bank & Trust first reported a position in XLRE in Q4 2019 and has held it in 27 quarters since. The position peaked at $864K in Q4 2019. 369 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Cornerstone National Bank & Trust held 15,294 shares of State Street Real Estate Select Sector SPDR ETF worth $676K as of Q2 2026.
Cornerstone National Bank & Trust sold 78 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $3.43K.
State Street Real Estate Select Sector SPDR ETF made up 0.23% of Cornerstone National Bank & Trust's portfolio in Q2 2026, its #58 holding.
Cornerstone National Bank & Trust first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Cornerstone National Bank & Trust's State Street Real Estate Select Sector SPDR ETF position peaked at $864K in Q4 2019.
369 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Cornerstone National Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.