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 Q2	$255K	Buy	+5,791	New	+$255K	﹤0.01%	800
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 $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fiduciary Trust's XLRE Position: Q2 2026 in Review

Fiduciary Trust opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 5,791 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #800 among its holdings. This is a return to the name: Fiduciary Trust previously reported a position in XLRE as recently as Q4 2025.

Fiduciary Trust first reported a position in XLRE in Q4 2019 and has held it in 8 quarters since. The position peaked at $630K in Q4 2022. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Fiduciary Trust held 5,791 shares of State Street Real Estate Select Sector SPDR ETF worth $255K as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Fiduciary Trust position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Fiduciary Trust's portfolio in Q2 2026, its #800 holding.
Fiduciary Trust first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and has held it in 8 quarters since.
Fiduciary Trust's State Street Real Estate Select Sector SPDR ETF position peaked at $630K in Q4 2022.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

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