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

Fiduciary 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 Q1	–	Sell	-5,453	Closed	-$220K	–	914
2025 Q4	$220K	Buy	+5,453	New	+$224K	﹤0.01%	819
2024 Q4	–	Sell	-4,606	Closed	-$206K	–	712
2024 Q3	$206K	Buy	+4,606	New	+$194K	﹤0.01%	629
2024 Q1	–	Sell	-14,742	Closed	-$591K	–	659
2023 Q4	$591K	Sell	14,742 -3,285	-18%	-$118K	0.01%	422
2023 Q3	$614K	Buy	+18,027	New	+$667K	0.01%	394
2023 Q1	–	Sell	-17,064	Closed	-$630K	–	637
2022 Q4	$630K	Buy	+17,064	New	+$630K	0.01%	416
2020 Q2	–	Sell	-10,616	Closed	-$329K	–	540
2020 Q1	$329K	Hold	10,616	–	–	0.01%	407
2019 Q4	$411K	Buy	+10,616	New	+$411K	0.01%	411

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 Trust's XLRE Position: Q1 2026 in Review

Fiduciary Trust sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 5,453 shares — an estimated $220K sold.

Fiduciary Trust first reported a position in XLRE in Q4 2019 and held it in 7 quarters. The position peaked at $630K in Q4 2022. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Fiduciary Trust reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Fiduciary Trust sold 5,453 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $220K.
Fiduciary Trust first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and held it in 7 quarters.
Fiduciary Trust's State Street Real Estate Select Sector SPDR ETF position peaked at $630K in Q4 2022.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.