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Independence Bank of Kentucky’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Independence Bank of Kentucky’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 		$450K Buy
10,228
+150
+1% +$6.6K 0.05% 222
2026
Q1 		$411K Buy
10,078
+355
+4% +$14.9K 0.05% 220
2025
Q4 		$392K Sell
9,723
-100
-1% -$4.12K 0.05% 226
2025
Q3 		$414K Buy
9,823
+160
+2% +$6.69K 0.05% 224
2025
Q2 		$400K Sell
9,663
-1,161
-11% -$47.7K 0.06% 218
2025
Q1 		$453K Buy
10,824
+5
+0% +$208 0.07% 200
2024
Q4 		$440K Buy
10,819
+5,790
+115% +$251K 0.07% 203
2024
Q3 		$225K Sell
5,029
-250
-5% -$10.5K 0.05% 241
2024
Q2 		$203K Sell
5,279
-238
-4% -$8.96K 0.05% 226
2024
Q1 		$218K Buy
5,517
+35
+0.6% +$1.36K 0.07% 211
2023
Q4 		$220K Sell
5,482
-250
-4% -$8.98K 0.08% 195
2023
Q3 		$195K Buy
5,732
+1,025
+22% +$37.9K 0.08% 174
2023
Q2 		$177K Sell
4,707
-125
-3% -$4.61K 0.07% 175
2023
Q1 		$181K Buy
4,832
+1,054
+28% +$40.5K 0.08% 166
2022
Q4 		$140K Buy
+3,778
New +$139K 0.06% 188

Other funds holding XLRE

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
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Independence Bank of Kentucky's XLRE Position: Q2 2026 in Review

Independence Bank of Kentucky increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.5% in Q2 2026, buying an estimated $6.6K and bringing the position to 10,228 shares worth $450K. The position accounts for 0.05% of the portfolio, ranked #222.

Independence Bank of Kentucky first reported a position in XLRE in Q4 2022 and has held it in 15 quarters since. The position peaked at $453K in Q1 2025. 630 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Independence Bank of Kentucky held 10,228 shares of State Street Real Estate Select Sector SPDR ETF worth $450K as of Q2 2026.
  • Independence Bank of Kentucky bought 150 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $6.6K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.05% of Independence Bank of Kentucky's portfolio in Q2 2026, its #222 holding.
  • Independence Bank of Kentucky first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • Independence Bank of Kentucky's State Street Real Estate Select Sector SPDR ETF position peaked at $453K in Q1 2025.
  • 630 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.