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

Security National 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 Q2	$69.9K	Hold	1,587	–	–	0.01%	215
2026 Q1	$64.8K	Hold	1,587	–	–	0.01%	213
2025 Q4	$64K	Sell	1,587 -1,425	-47%	-$58.6K	0.01%	210
2025 Q3	$127K	Hold	3,012	–	–	0.02%	173
2025 Q2	$125K	Hold	3,012	–	–	0.02%	151
2025 Q1	$126K	Sell	3,012 -150	-5%	-$6.25K	0.02%	147
2024 Q4	$129K	Buy	3,162 +150	+5%	+$6.49K	0.02%	141
2024 Q3	$135K	Hold	3,012	–	–	0.02%	134
2024 Q2	$116K	Hold	3,012	–	–	0.02%	136
2024 Q1	$119K	Hold	3,012	–	–	0.02%	134
2023 Q4	$121K	Buy	+3,012	New	+$108K	0.03%	132

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

Security National Bank's XLRE Position: Q2 2026 in Review

Security National Bank held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 1,587 shares worth $69.9K. The position accounts for 0.01% of the portfolio, ranked #215.

Security National Bank first reported a position in XLRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $135K in Q3 2024. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Security National Bank held 1,587 shares of State Street Real Estate Select Sector SPDR ETF worth $69.9K as of Q2 2026.
Security National Bank left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Security National Bank's portfolio in Q2 2026, its #215 holding.
Security National Bank first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Security National Bank's State Street Real Estate Select Sector SPDR ETF position peaked at $135K in Q3 2024.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.