Fiduciary Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Fiduciary Group’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 Q1	$1.22M	Buy	29,865 +2,004	+7%	+$84K	0.1%	145
2025 Q4	$1.12M	Sell	27,861 -260	-0.9%	-$10.7K	0.09%	150
2025 Q3	$1.18M	Buy	28,121 +1,114	+4%	+$46.6K	0.1%	145
2025 Q2	$1.12M	Buy	27,007 +877	+3%	+$36K	0.11%	153
2025 Q1	$1.09M	Buy	26,130 +2,887	+12%	+$120K	0.11%	146
2024 Q4	$945K	Buy	23,243 +3,529	+18%	+$153K	0.09%	154
2024 Q3	$881K	Buy	19,714 +32	+0.2%	+$1.35K	0.09%	158
2024 Q2	$756K	Buy	19,682 +469	+2%	+$17.7K	0.08%	162
2024 Q1	$760K	Buy	19,213 +1,767	+10%	+$68.7K	0.08%	157
2023 Q4	$699K	Buy	17,446 +10,878	+166%	+$391K	0.08%	154
2023 Q3	$224K	Buy	+6,568	New	+$243K	0.03%	227

Other funds holding XLRE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Fiduciary Group's XLRE Position: Q1 2026 in Review

Fiduciary Group increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 7.2% in Q1 2026, buying an estimated $84K and bringing the position to 29,865 shares worth $1.22M. The position accounts for 0.1% of the portfolio, ranked #145.

Fiduciary Group first reported a position in XLRE in Q3 2023 and has held it in 11 quarters since. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Fiduciary Group held 29,865 shares of State Street Real Estate Select Sector SPDR ETF worth $1.22M as of Q1 2026.
Fiduciary Group bought 2,004 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $84K.
State Street Real Estate Select Sector SPDR ETF made up 0.1% of Fiduciary Group's portfolio in Q1 2026, its #145 holding.
Fiduciary Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2023 and has held it in 11 quarters since.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.