Triumph Capital Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Triumph Capital Management’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	$32.2K	Sell	732 -102	-12%	-$4.49K	0.01%	800
2026 Q1	$34.1K	Buy	834 +11	+1%	+$461	0.01%	738
2025 Q4	$33.2K	Buy	+823	New	+$33.9K	0.01%	722
2024 Q3	–	Sell	-39,960	Closed	-$1.53M	–	310
2024 Q2	$1.53M	Buy	39,960 +17,289	+76%	+$651K	0.6%	35
2024 Q1	$881K	Buy	+22,671	New	+$882K	0.36%	64
2023 Q4	–	Sell	-6,459	Closed	-$220K	–	261
2023 Q3	$220K	Buy	6,459 +107	+2%	+$3.96K	0.1%	189
2023 Q2	$239K	Buy	6,352 +216	+4%	+$7.97K	0.11%	178
2023 Q1	$229K	Buy	+6,136	New	+$236K	0.12%	162
2022 Q3	–	Sell	-38,138	Closed	-$1.56M	–	233
2022 Q2	$1.56M	Sell	38,138 -3,634	-9%	-$162K	0.82%	28
2022 Q1	$2.02M	Buy	+41,772	New	+$1.96M	0.87%	24

Other funds holding XLRE

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Triumph Capital Management's XLRE Position: Q2 2026 in Review

Triumph Capital Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 12% in Q2 2026, selling an estimated $4.49K and leaving 732 shares worth $32.2K. The position accounts for 0.01% of the portfolio, ranked #800.

Triumph Capital Management first reported a position in XLRE in Q1 2022 and has held it in 10 quarters since. The position peaked at $2.02M in Q1 2022. 302 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Triumph Capital Management held 732 shares of State Street Real Estate Select Sector SPDR ETF worth $32.2K as of Q2 2026.
Triumph Capital Management sold 102 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $4.49K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #800 holding.
Triumph Capital Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2022 and has held it in 10 quarters since.
Triumph Capital Management's State Street Real Estate Select Sector SPDR ETF position peaked at $2.02M in Q1 2022.
302 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.