FUBT
XLRE icon

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

First United 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
2026
Q2 		$142K Buy
3,223
+1,186
+58% +$52.2K 0.04% 173
2026
Q1 		$83.2K Sell
2,037
-577
-22% -$24.2K 0.03% 202
2025
Q4 		$105K Sell
2,614
-204
-7% -$8.39K 0.03% 179
2025
Q3 		$119K Sell
2,818
-1,690
-37% -$70.7K 0.04% 180
2025
Q2 		$187K Sell
4,508
-517
-10% -$21.2K 0.07% 152
2025
Q1 		$210K Sell
5,025
-1,880
-27% -$78.3K 0.08% 141
2024
Q4 		$281K Sell
6,905
-1,402
-17% -$60.7K 0.1% 126
2024
Q3 		$371K Sell
8,307
-1,010
-11% -$42.6K 0.13% 115
2024
Q2 		$358K Sell
9,317
-890
-9% -$33.5K 0.13% 115
2024
Q1 		$403K Sell
10,207
-3,552
-26% -$138K 0.15% 113
2023
Q4 		$551K Sell
13,759
-1,185
-8% -$42.6K 0.22% 94
2023
Q3 		$509K Buy
14,944
+1,007
+7% +$37.3K 0.24% 93
2023
Q2 		$525K Buy
13,937
+583
+4% +$21.5K 0.23% 100
2023
Q1 		$499K Sell
13,354
-51
-0.4% -$1.96K 0.23% 98
2022
Q4 		$495K Sell
13,405
-1,482
-10% -$54.7K 0.24% 93
2022
Q3 		$536K Sell
14,887
-974
-6% -$40.8K 0.27% 89
2022
Q2 		$648K Sell
15,861
-275
-2% -$12.3K 0.3% 85
2022
Q1 		$779K Buy
16,136
+270
+2% +$12.7K 0.31% 84
2021
Q4 		$822K Buy
15,866
+385
+2% +$18.5K 0.3% 87
2021
Q3 		$688K Sell
15,481
-2,510
-14% -$117K 0.28% 88
2021
Q2 		$797K Sell
17,991
-2,313
-11% -$99.2K 0.33% 81
2021
Q1 		$802K Sell
20,304
-1,460
-7% -$54.9K 0.34% 81
2020
Q4 		$796K Sell
21,764
-8,945
-29% -$325K 0.38% 75
2020
Q3 		$1.08M Sell
30,709
-15,517
-34% -$553K 0.61% 57
2020
Q2 		$1.61M Sell
46,226
-2,070
-4% -$70K 0.95% 39
2020
Q1 		$1.5M Buy
48,296
+1,644
+4% +$61.4K 1.07% 31
2019
Q4 		$1.8M Buy
46,652
+1,212
+3% +$46.9K 1.04% 30
2019
Q3 		$1.79M Sell
45,440
-4,160
-8% -$160K 1.12% 28
2019
Q2 		$1.82M Buy
49,600
+15,929
+47% +$582K 1.08% 27
2019
Q1 		$1.22M Buy
33,671
+10,695
+47% +$365K 0.75% 51
2018
Q4 		$712K Buy
22,976
+2,080
+10% +$67.4K 0.5% 66
2018
Q3 		$681K Buy
20,896
+1,727
+9% +$57.3K 0.43% 75
2018
Q2 		$627K Buy
19,169
+447
+2% +$14K 0.42% 76
2018
Q1 		$582K Buy
18,722
+1,625
+10% +$50.4K 0.38% 78
2017
Q4 		$563K Buy
17,097
+1,189
+7% +$39.2K 0.37% 76
2017
Q3 		$513K Buy
15,908
+950
+6% +$30.8K 0.34% 75
2017
Q2 		$482K Buy
14,958
+3,322
+29% +$106K 0.33% 82
2017
Q1 		$368K Buy
+11,636
New +$363K 0.26% 89

Other funds holding XLRE

VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
DJFS
Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

First United Bank & Trust's XLRE Position: Q2 2026 in Review

First United Bank & Trust increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 58% in Q2 2026, buying an estimated $52.2K and bringing the position to 3,223 shares worth $142K. The position accounts for 0.04% of the portfolio, ranked #173.

First United Bank & Trust first reported a position in XLRE in Q1 2017 and has held it in 38 quarters since. The position peaked at $1.82M in Q2 2019. 363 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • First United Bank & Trust held 3,223 shares of State Street Real Estate Select Sector SPDR ETF worth $142K as of Q2 2026.
  • First United Bank & Trust bought 1,186 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $52.2K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.04% of First United Bank & Trust's portfolio in Q2 2026, its #173 holding.
  • First United Bank & Trust first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2017 and has held it in 38 quarters since.
  • First United Bank & Trust's State Street Real Estate Select Sector SPDR ETF position peaked at $1.82M in Q2 2019.
  • 363 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.