Trust Company of Vermont’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Trust Company of Vermont’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	$220	Buy	+5	New	+$220	﹤0.01%	1130
2025 Q4	$202	Hold	5	–	–	﹤0.01%	1110
2025 Q3	$211	Hold	5	–	–	﹤0.01%	1072
2025 Q2	$207	Hold	5	–	–	﹤0.01%	1061
2025 Q1	$209	Buy	+5	New	+$208	﹤0.01%	1002
2022 Q4	–	Sell	-99	Closed	-$4K	–	1000
2022 Q3	$4K	Buy	+99	New	+$4.15K	﹤0.01%	868
2020 Q4	–	Sell	-139	Closed	-$5K	–	792
2020 Q3	$5K	Hold	139	–	–	﹤0.01%	673
2020 Q2	$5K	Hold	139	–	–	﹤0.01%	697
2020 Q1	$4K	Hold	139	–	–	﹤0.01%	783
2019 Q4	$5K	Hold	139	–	–	﹤0.01%	796
2019 Q3	$5K	Hold	139	–	–	﹤0.01%	836
2019 Q2	$5K	Hold	139	–	–	﹤0.01%	853
2019 Q1	$5K	Hold	139	–	–	﹤0.01%	805
2018 Q4	$4K	Hold	139	–	–	﹤0.01%	874
2018 Q3	$5K	Hold	139	–	–	﹤0.01%	924
2018 Q2	$5K	Buy	+139	New	+$4.35K	﹤0.01%	954

Other funds holding XLRE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Trust Company of Vermont's XLRE Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 5 shares worth $220. The stake represents ﹤0.01% of the portfolio and ranks #1130 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in XLRE as recently as Q4 2025.

Trust Company of Vermont first reported a position in XLRE in Q2 2018 and has held it in 16 quarters since. The position peaked at $5K in Q3 2020. 517 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Trust Company of Vermont held 5 shares of State Street Real Estate Select Sector SPDR ETF worth $220 as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Trust Company of Vermont position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #1130 holding.
Trust Company of Vermont first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2018 and has held it in 16 quarters since.
Trust Company of Vermont's State Street Real Estate Select Sector SPDR ETF position peaked at $5K in Q3 2020.
517 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.