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

Midwest 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 Q1	$307K	Sell	7,517 -55	-0.7%	-$2.31K	﹤0.01%	506
2025 Q4	$306K	Sell	7,572 -279	-4%	-$11.5K	﹤0.01%	508
2025 Q3	$331K	Buy	7,851 +236	+3%	+$9.87K	﹤0.01%	494
2025 Q2	$315K	Buy	+7,615	New	+$313K	﹤0.01%	511

Other funds holding XLRE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Midwest Trust's XLRE Position: Q1 2026 in Review

Midwest Trust reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.73% in Q1 2026, selling an estimated $2.31K and leaving 7,517 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Midwest Trust first reported a position in XLRE in Q2 2025 and has held it in 4 quarters since. The position peaked at $331K in Q3 2025. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Midwest Trust held 7,517 shares of State Street Real Estate Select Sector SPDR ETF worth $307K as of Q1 2026.
Midwest Trust sold 55 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $2.31K.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Midwest Trust's portfolio in Q1 2026, its #506 holding.
Midwest Trust first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
Midwest Trust's State Street Real Estate Select Sector SPDR ETF position peaked at $331K in Q3 2025.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.