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

FineMark 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
2025 Q4	$274K	Hold	6,797	–	–	0.01%	391
2025 Q3	$286K	Sell	6,797 -967	-12%	-$40.5K	0.01%	380
2025 Q2	$322K	Buy	7,764 +523	+7%	+$21.5K	0.01%	370
2025 Q1	$303K	Hold	7,241	–	–	0.01%	354
2024 Q4	$294K	Hold	7,241	–	–	0.01%	354
2024 Q3	$323K	Sell	7,241 -278	-4%	-$11.7K	0.01%	342
2024 Q2	$289K	Hold	7,519	–	–	0.01%	349
2024 Q1	$297K	Buy	+7,519	New	+$292K	0.01%	351
2017 Q1	–	Sell	-3,530	Closed	-$109K	–	1012
2016 Q4	$109K	Sell	3,530 -52	-1%	-$1.59K	0.01%	450
2016 Q3	$117K	Buy	+3,582	New	+$120K	0.01%	419

Other funds holding XLRE

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

FineMark National Bank & Trust's XLRE Position: Q4 2025 in Review

FineMark National Bank & Trust held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q4 2025 at 6,797 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #391.

FineMark National Bank & Trust first reported a position in XLRE in Q3 2016 and has held it in 10 quarters since. The position peaked at $323K in Q3 2024. 774 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

FineMark National Bank & Trust held 6,797 shares of State Street Real Estate Select Sector SPDR ETF worth $274K as of Q4 2025.
FineMark National Bank & Trust left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q4 2025.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #391 holding.
FineMark National Bank & Trust first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 10 quarters since.
FineMark National Bank & Trust's State Street Real Estate Select Sector SPDR ETF position peaked at $323K in Q3 2024.
774 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.