FG
XLRE icon

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
Q2 		$1.3M Sell
29,611
-254
-0.9% -$11.2K 0.1% 147
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
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

Fiduciary Group's XLRE Position: Q2 2026 in Review

Fiduciary Group reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.85% in Q2 2026, selling an estimated $11.2K and leaving 29,611 shares worth $1.3M. The position accounts for 0.1% of the portfolio, ranked #147.

Fiduciary Group first reported a position in XLRE in Q3 2023 and has held it in 12 quarters since. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Fiduciary Group held 29,611 shares of State Street Real Estate Select Sector SPDR ETF worth $1.3M as of Q2 2026.
  • Fiduciary Group sold 254 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $11.2K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.1% of Fiduciary Group's portfolio in Q2 2026, its #147 holding.
  • Fiduciary Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
  • 801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.