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Three Bearings Fiduciary Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Three Bearings Fiduciary Advisors’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 		$51.6K Hold
1,171
– – 0.05% 81
2026
Q1 		$47.8K Sell
1,171
-102
-8% -$4.28K 0.05% 80
2025
Q4 		$52.7K Buy
+1,273
New +$52.4K 0.05% 78

Other funds holding XLRE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Three Bearings Fiduciary Advisors's XLRE Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 1,171 shares worth $51.6K. The position accounts for 0.05% of the portfolio, ranked #81.

Three Bearings Fiduciary Advisors first reported a position in XLRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $52.7K in Q4 2025. 517 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 1,171 shares of State Street Real Estate Select Sector SPDR ETF worth $51.6K as of Q2 2026.
  • Three Bearings Fiduciary Advisors 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 0.05% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #81 holding.
  • Three Bearings Fiduciary Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $52.7K in Q4 2025.
  • 517 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.