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

WhitTier Trust Company’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 		$236K Sell
5,252
-47
-0.9% -$2.07K ﹤0.01% 493
2026
Q1 		$221K Sell
5,299
-767
-13% -$32.1K ﹤0.01% 485
2025
Q4 		$247K Buy
6,066
+3,924
+183% +$161K 0.01% 454
2025
Q3 		$90.1K Sell
2,142
-296
-12% -$12.4K ﹤0.01% 581
2025
Q2 		$101K Buy
2,438
+332
+16% +$13.6K ﹤0.01% 625
2025
Q1 		$88.1K Buy
2,106
+599
+40% +$25K ﹤0.01% 641
2024
Q4 		$61.3K Hold
1,507
– – ﹤0.01% 701
2024
Q3 		$67.3K Buy
1,507
+150
+11% +$6.32K ﹤0.01% 693
2024
Q2 		$52.1K Hold
1,357
– – ﹤0.01% 695
2024
Q1 		$53.6K Hold
1,357
– – ﹤0.01% 671
2023
Q4 		$54.4K Hold
1,357
– – ﹤0.01% 665
2023
Q3 		$46.2K Hold
1,357
– – ﹤0.01% 660
2023
Q2 		$51.1K Hold
1,357
– – ﹤0.01% 667
2023
Q1 		$50.7K Hold
1,357
– – ﹤0.01% 661
2022
Q4 		$50.1K Hold
1,357
– – ﹤0.01% 669
2022
Q3 		$49K Sell
1,357
-69
-5% -$2.89K ﹤0.01% 671
2022
Q2 		$58K Sell
1,426
-73
-5% -$3.26K ﹤0.01% 648
2022
Q1 		$72K Buy
1,499
+73
+5% +$3.42K ﹤0.01% 618
2021
Q4 		$74K Hold
1,426
– – ﹤0.01% 616
2021
Q3 		$63K Hold
1,426
– – ﹤0.01% 641
2021
Q2 		$63K Hold
1,426
– – ﹤0.01% 624
2021
Q1 		$56K Hold
1,426
– – ﹤0.01% 623
2020
Q4 		$52K Sell
1,426
-1,391
-49% -$50.5K ﹤0.01% 615
2020
Q3 		$99K Hold
2,817
– – 0.01% 506
2020
Q2 		$98K Hold
2,817
– – 0.01% 480
2020
Q1 		$87K Hold
2,817
– – 0.01% 474
2019
Q4 		$109K Hold
2,817
– – 0.01% 472
2019
Q3 		$111K Hold
2,817
– – 0.01% 472
2019
Q2 		$104K Hold
2,817
– – 0.01% 482
2019
Q1 		$102K Sell
2,817
-83
-3% -$2.83K 0.01% 477
2018
Q4 		$90K Hold
2,900
– – 0.01% 480
2018
Q3 		$95K Hold
2,900
– – 0.01% 507
2018
Q2 		$95K Buy
2,900
+227
+8% +$7.1K 0.01% 506
2018
Q1 		$83K Buy
2,673
+176
+7% +$5.46K 0.01% 523
2017
Q4 		$82K Sell
2,497
-41
-2% -$1.35K 0.01% 505
2017
Q3 		$82K Hold
2,538
– – 0.01% 468
2017
Q2 		$82K Hold
2,538
– – 0.01% 463
2017
Q1 		$80K Hold
2,538
– – 0.01% 466
2016
Q4 		$78K Sell
2,538
-111
-4% -$3.4K 0.01% 465
2016
Q3 		$87K Buy
+2,649
New +$88.9K 0.01% 446

Other funds holding XLRE

VU
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
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
DJFS
Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

WhitTier Trust Company's XLRE Position: Q2 2026 in Review

WhitTier Trust Company reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.89% in Q2 2026, selling an estimated $2.07K and leaving 5,252 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

WhitTier Trust Company first reported a position in XLRE in Q3 2016 and has held it in 40 quarters since. The position peaked at $247K in Q4 2025. 370 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • WhitTier Trust Company held 5,252 shares of State Street Real Estate Select Sector SPDR ETF worth $236K as of Q2 2026.
  • WhitTier Trust Company sold 47 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $2.07K.
  • State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #493 holding.
  • WhitTier Trust Company first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 40 quarters since.
  • WhitTier Trust Company's State Street Real Estate Select Sector SPDR ETF position peaked at $247K in Q4 2025.
  • 370 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.