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Legacy Private Trust’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Legacy Private 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
Q3 		$4.35M Buy
106,422
+45
+0% +$1.99K 0.24% 77
2026
Q2 		$4.68M Sell
106,377
-1,864
-2% -$82K 0.26% 74
2026
Q1 		$4.42M Sell
108,241
-3,693
-3% -$155K 0.27% 71
2025
Q4 		$4.52M Sell
111,934
-697
-0.6% -$28.7K 0.27% 75
2025
Q3 		$4.75M Buy
112,631
+551
+0.5% +$23.1K 0.28% 73
2025
Q2 		$4.64M Buy
112,080
+3,741
+3% +$154K 0.3% 67
2025
Q1 		$4.53M Sell
108,339
-11,621
-10% -$484K 0.31% 69
2024
Q4 		$4.88M Buy
119,960
+4,225
+4% +$183K 0.32% 66
2024
Q3 		$5.17M Sell
115,735
-3,140
-3% -$132K 0.35% 63
2024
Q2 		$4.57M Buy
118,875
+1,934
+2% +$72.8K 0.32% 69
2024
Q1 		$4.62M Buy
116,941
+5,490
+5% +$214K 0.34% 66
2023
Q4 		$4.46M Buy
111,451
+29,574
+36% +$1.06M 0.36% 67
2023
Q3 		$2.79M Sell
81,877
-6,847
-8% -$253K 0.24% 84
2023
Q2 		$3.34M Buy
88,724
+6,128
+7% +$226K 0.28% 80
2023
Q1 		$3.09M Buy
82,596
+2,104
+3% +$80.8K 0.26% 92
2022
Q4 		$2.97M Sell
80,492
-47,382
-37% -$1.75M 0.27% 86
2022
Q3 		$4.61M Sell
127,874
-14,388
-10% -$603K 0.44% 63
2022
Q2 		$5.81M Buy
142,262
+11,847
+9% +$528K 0.52% 52
2022
Q1 		$6.3M Buy
130,415
+61,361
+89% +$2.88M 0.49% 58
2021
Q4 		$3.58M Buy
+69,054
New +$3.32M 0.27% 86
2020
Q2 		– Sell
-14,015
Closed -$434K – 223
2020
Q1 		$434K Sell
14,015
-3,190
-19% -$119K 0.06% 159
2019
Q4 		$665K Sell
17,205
-7,418
-30% -$287K 0.07% 158
2019
Q3 		$969K Buy
+24,623
New +$945K 0.11% 139
2016
Q4 		– Sell
-20,667
Closed -$677K – 256
2016
Q3 		$677K Buy
+20,667
New +$693K 0.09% 161

Other funds holding XLRE

CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
ANBOT
American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Legacy Private Trust's XLRE Position: Q3 2026 in Review

Legacy Private Trust increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.04% in Q3 2026, buying an estimated $1.99K and bringing the position to 106,422 shares worth $4.35M. The position accounts for 0.24% of the portfolio, ranked #77.

Legacy Private Trust first reported a position in XLRE in Q3 2016 and has held it in 24 quarters since. The position peaked at $6.3M in Q1 2022. 39 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

  • Legacy Private Trust held 106,422 shares of State Street Real Estate Select Sector SPDR ETF worth $4.35M as of Q3 2026.
  • Legacy Private Trust bought 45 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $1.99K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.24% of Legacy Private Trust's portfolio in Q3 2026, its #77 holding.
  • Legacy Private Trust first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 24 quarters since.
  • Legacy Private Trust's State Street Real Estate Select Sector SPDR ETF position peaked at $6.3M in Q1 2022.
  • 39 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.