Indiana Trust & Investment Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Indiana Trust & Investment Management’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	–	Sell	-84	Closed	-$3.43K	–	496
2026 Q1	$3.43K	Buy	+84	New	+$3.52K	﹤0.01%	445
2024 Q2	–	Sell	-24	Closed	-$949	–	496
2024 Q1	$949	Hold	24	–	–	﹤0.01%	457
2023 Q4	$961	Hold	24	–	–	﹤0.01%	431
2023 Q3	$818	Buy	+24	New	+$888	﹤0.01%	422

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

Indiana Trust & Investment Management's XLRE Position: Q2 2026 in Review

Indiana Trust & Investment Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026, closing a stake of 84 shares — an estimated $3.43K sold.

Indiana Trust & Investment Management first reported a position in XLRE in Q3 2023 and held it in 4 quarters. The position peaked at $3.43K in Q1 2026. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Indiana Trust & Investment Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Indiana Trust & Investment Management sold 84 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $3.43K.
Indiana Trust & Investment Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2023 and held it in 4 quarters.
Indiana Trust & Investment Management's State Street Real Estate Select Sector SPDR ETF position peaked at $3.43K in Q1 2026.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.