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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
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

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Legacy Private Trust's XLRE Position: Q2 2026 in Review

Legacy Private Trust reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.7% in Q2 2026, selling an estimated $82K and leaving 106,377 shares worth $4.68M. The position accounts for 0.26% of the portfolio, ranked #74.

Legacy Private Trust first reported a position in XLRE in Q3 2016 and has held it in 23 quarters since. The position peaked at $6.3M in Q1 2022. 800 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Legacy Private Trust held 106,377 shares of State Street Real Estate Select Sector SPDR ETF worth $4.68M as of Q2 2026.
  • Legacy Private Trust sold 1,864 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $82K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.26% of Legacy Private Trust's portfolio in Q2 2026, its #74 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 23 quarters since.
  • Legacy Private Trust's State Street Real Estate Select Sector SPDR ETF position peaked at $6.3M in Q1 2022.
  • 800 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.