Truist Financial
XLRE icon

Truist Financial’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Truist Financial’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 		$1.85M Sell
45,394
-10,127
-18% -$424K ﹤0.01% 1375
2025
Q4 		$2.24M Sell
55,521
-8,678
-14% -$357K ﹤0.01% 1230
2025
Q3 		$2.7M Sell
64,199
-29,593
-32% -$1.24M ﹤0.01% 1185
2025
Q2 		$3.88M Sell
93,792
-2,631
-3% -$108K 0.01% 974
2025
Q1 		$4.04M Buy
96,423
+23,430
+32% +$976K 0.01% 916
2024
Q4 		$2.97M Sell
72,993
-1,054,755
-94% -$45.6M ﹤0.01% 1059
2024
Q3 		$50.4M Buy
1,127,748
+1,080,723
+2,298% +$45.5M 0.08% 229
2024
Q2 		$1.81M Sell
47,025
-3,195
-6% -$120K ﹤0.01% 1324
2024
Q1 		$1.99M Sell
50,220
-37,051
-42% -$1.44M ﹤0.01% 1279
2023
Q4 		$3.5M Buy
87,271
+32,295
+59% +$1.16M 0.01% 1000
2023
Q3 		$1.87M Sell
54,976
-83,355
-60% -$3.08M ﹤0.01% 1274
2023
Q2 		$5.21M Buy
138,331
+68,393
+98% +$2.52M 0.01% 822
2023
Q1 		$2.61M Sell
69,938
-37,950
-35% -$1.46M ﹤0.01% 1097
2022
Q4 		$3.98M Sell
107,888
-637,890
-86% -$23.5M 0.01% 901
2022
Q3 		$26.9M Sell
745,778
-47,037
-6% -$1.97M 0.05% 308
2022
Q2 		$32.4M Sell
792,815
-241,025
-23% -$10.7M 0.06% 290
2022
Q1 		$50M Buy
1,033,840
+170,698
+20% +$8M 0.08% 235
2021
Q4 		$44.7M Buy
863,142
+214,216
+33% +$10.3M 0.07% 265
2021
Q3 		$28.8M Buy
648,926
+98,573
+18% +$4.58M 0.05% 329
2021
Q2 		$24.4M Buy
550,353
+412,182
+298% +$17.7M 0.04% 383
2021
Q1 		$5.46M Buy
138,171
+98,031
+244% +$3.69M 0.01% 812
2020
Q4 		$1.47M Sell
40,140
-6,139
-13% -$223K ﹤0.01% 1314
2020
Q3 		$1.63M Sell
46,279
-2,685
-5% -$95.7K ﹤0.01% 1154
2020
Q2 		$1.7M Sell
48,964
-7,027
-13% -$237K ﹤0.01% 1097
2020
Q1 		$1.74M Sell
55,991
-735
-1% -$27.5K ﹤0.01% 1036
2019
Q4 		$2.19M Buy
+56,726
New +$2.19M ﹤0.01% 1096

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

Truist Financial's XLRE Position: Q1 2026 in Review

Truist Financial reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 18% in Q1 2026, selling an estimated $424K and leaving 45,394 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Truist Financial first reported a position in XLRE in Q4 2019 and has held it in 26 quarters since. The position peaked at $50.4M in Q3 2024. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Truist Financial held 45,394 shares of State Street Real Estate Select Sector SPDR ETF worth $1.85M as of Q1 2026.
  • Truist Financial sold 10,127 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $424K.
  • State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1375 holding.
  • Truist Financial first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
  • Truist Financial's State Street Real Estate Select Sector SPDR ETF position peaked at $50.4M in Q3 2024.
  • 750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.