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XLRE icon

NBT Bank’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

NBT Bank’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 		$2.5M Buy
61,181
+967
+2% +$40.5K 0.16% 129
2025
Q4 		$2.43M Sell
60,214
-443
-0.7% -$18.2K 0.16% 131
2025
Q3 		$2.56M Sell
60,657
-411
-0.7% -$17.2K 0.17% 127
2025
Q2 		$2.53M Sell
61,068
-1,305
-2% -$53.6K 0.17% 128
2025
Q1 		$2.61M Sell
62,373
-481
-0.8% -$20K 0.19% 117
2024
Q4 		$2.56M Sell
62,854
-260
-0.4% -$11.3K 0.18% 118
2024
Q3 		$2.82M Sell
63,114
-36
-0.1% -$1.52K 0.19% 117
2024
Q2 		$2.43M Buy
63,150
+1,045
+2% +$39.4K 0.17% 126
2024
Q1 		$2.46M Buy
62,105
+700
+1% +$27.2K 0.18% 121
2023
Q4 		$2.46M Buy
61,405
+195
+0.3% +$7K 0.19% 118
2023
Q3 		$2.09M Buy
61,210
+3,995
+7% +$148K 0.2% 106
2023
Q2 		$2.16M Sell
57,215
-35
-0.1% -$1.29K 0.31% 82
2023
Q1 		$2.14M Buy
57,250
+49
+0.1% +$1.88K 0.31% 81
2022
Q4 		$2.11M Sell
57,201
-16
-0% -$591 0.31% 85
2022
Q3 		$2.06M Buy
57,217
+5
+0% +$209 0.34% 80
2022
Q2 		$2.34M Sell
57,212
-588
-1% -$26.2K 0.36% 77
2022
Q1 		$2.79M Buy
57,800
+557
+1% +$26.1K 0.37% 75
2021
Q4 		$2.97M Sell
57,243
-861
-1% -$41.4K 0.38% 76
2021
Q3 		$2.58M Buy
58,104
+215
+0.4% +$9.99K 0.36% 81
2021
Q2 		$2.57M Sell
57,889
-892
-2% -$38.2K 0.35% 82
2021
Q1 		$2.32M Sell
58,781
-246
-0.4% -$9.25K 0.33% 84
2020
Q4 		$2.16M Buy
59,027
+474
+0.8% +$17.2K 0.33% 83
2020
Q3 		$2.06M Sell
58,553
-1,095
-2% -$39K 0.34% 79
2020
Q2 		$2.08M Sell
59,648
-3,208
-5% -$108K 0.37% 78
2020
Q1 		$1.95M Buy
62,856
+9,282
+17% +$347K 0.4% 71
2019
Q4 		$2.07M Buy
53,574
+1,186
+2% +$45.9K 0.33% 89
2019
Q3 		$2.06M Sell
52,388
-3,831
-7% -$147K 0.36% 79
2019
Q2 		$2.07M Buy
56,219
+1,954
+4% +$71.4K 0.37% 80
2019
Q1 		$1.97M Sell
54,265
-503
-0.9% -$17.2K 0.36% 82
2018
Q4 		$1.7M Sell
54,768
-687
-1% -$22.3K 0.27% 83
2018
Q3 		$1.81M Buy
55,455
+71
+0.1% +$2.36K 0.29% 89
2018
Q2 		$1.81M Buy
55,384
+418
+0.8% +$13.1K 0.32% 85
2018
Q1 		$1.71M Buy
54,966
+2,798
+5% +$86.9K 0.28% 92
2017
Q4 		$1.72M Buy
52,168
+346
+0.7% +$11.4K 0.27% 93
2017
Q3 		$1.67M Buy
51,822
+4,341
+9% +$141K 0.27% 93
2017
Q2 		$1.53M Buy
47,481
+8,415
+22% +$269K 0.25% 98
2017
Q1 		$1.24M Buy
39,066
+3,171
+9% +$98.9K 0.21% 107
2016
Q4 		$1.1M Buy
35,895
+28,239
+369% +$865K 0.19% 111
2016
Q3 		$251K Buy
+7,656
New +$257K 0.04% 181

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
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

NBT Bank's XLRE Position: Q1 2026 in Review

NBT Bank increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.6% in Q1 2026, buying an estimated $40.5K and bringing the position to 61,181 shares worth $2.5M. The position accounts for 0.16% of the portfolio, ranked #129.

NBT Bank first reported a position in XLRE in Q3 2016 and has held it in 39 quarters since. The position peaked at $2.97M in Q4 2021. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • NBT Bank held 61,181 shares of State Street Real Estate Select Sector SPDR ETF worth $2.5M as of Q1 2026.
  • NBT Bank bought 967 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $40.5K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.16% of NBT Bank's portfolio in Q1 2026, its #129 holding.
  • NBT Bank first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 39 quarters since.
  • NBT Bank's State Street Real Estate Select Sector SPDR ETF position peaked at $2.97M in Q4 2021.
  • 751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.