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

Whittier Trust’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 		$604K Hold
13,645
– – 0.01% 461
2026
Q1 		$570K Hold
13,645
– – 0.01% 423
2025
Q4 		$555K Sell
13,645
-1,610
-11% -$66.3K 0.01% 428
2025
Q3 		$642K Sell
15,255
-3,783
-20% -$158K 0.01% 408
2025
Q2 		$788K Sell
19,038
-2,418
-11% -$99.3K 0.01% 419
2025
Q1 		$898K Sell
21,456
-3,706
-15% -$154K 0.01% 393
2024
Q4 		$1.02M Buy
25,162
+14,828
+143% +$642K 0.01% 379
2024
Q3 		$462K Sell
10,334
-38
-0.4% -$1.6K 0.01% 520
2024
Q2 		$398K Buy
10,372
+38
+0.4% +$1.43K 0.01% 525
2024
Q1 		$408K Sell
10,334
-13
-0.1% -$506 0.01% 526
2023
Q4 		$414K Sell
10,347
-9,501
-48% -$341K 0.01% 512
2023
Q3 		$676K Buy
19,848
+10,201
+106% +$377K 0.01% 408
2023
Q2 		$363K Buy
9,647
+66
+0.7% +$2.44K 0.01% 520
2023
Q1 		$358K Sell
9,581
-700
-7% -$26.9K 0.01% 532
2022
Q4 		$380K Buy
10,281
+9,425
+1,101% +$348K 0.01% 513
2022
Q3 		$31K Buy
856
+700
+449% +$29.3K ﹤0.01% 1075
2022
Q2 		$6K Buy
156
+14
+10% +$624 ﹤0.01% 1415
2022
Q1 		$7K Hold
142
– – ﹤0.01% 1408
2021
Q4 		$7K Hold
142
– – ﹤0.01% 1374
2021
Q3 		$6K Sell
142
-294
-67% -$13.7K ﹤0.01% 1323
2021
Q2 		$19K Sell
436
-98
-18% -$4.2K ﹤0.01% 1162
2021
Q1 		$21K Buy
534
+98
+22% +$3.69K ﹤0.01% 1121
2020
Q4 		$16K Hold
436
– – ﹤0.01% 1091
2020
Q3 		$15K Buy
436
+268
+160% +$9.55K ﹤0.01% 1068
2020
Q2 		$6K Hold
168
– – ﹤0.01% 1148
2020
Q1 		$5K Sell
168
-858
-84% -$32K ﹤0.01% 1229
2019
Q4 		$40K Sell
1,026
-779
-43% -$30.1K ﹤0.01% 893
2019
Q3 		$71K Buy
1,805
+779
+76% +$29.9K ﹤0.01% 756
2019
Q2 		$38K Hold
1,026
– – ﹤0.01% 842
2019
Q1 		$37K Sell
1,026
-16
-2% -$546 ﹤0.01% 842
2018
Q4 		$32K Hold
1,042
– – ﹤0.01% 875
2018
Q3 		$34K Hold
1,042
– – ﹤0.01% 861
2018
Q2 		$34K Hold
1,042
– – ﹤0.01% 828
2018
Q1 		$32K Hold
1,042
– – ﹤0.01% 860
2017
Q4 		$34K Sell
1,042
-774
-43% -$25.5K ﹤0.01% 824
2017
Q3 		$59K Buy
1,816
+515
+40% +$16.7K ﹤0.01% 702
2017
Q2 		$42K Buy
1,301
+76
+6% +$2.43K ﹤0.01% 748
2017
Q1 		$39K Sell
1,225
-1,710
-58% -$53.3K ﹤0.01% 763
2016
Q4 		$90K Hold
2,935
– – ﹤0.01% 605
2016
Q3 		$96K Buy
+2,935
New +$98.5K ﹤0.01% 583

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Whittier Trust's XLRE Position: Q2 2026 in Review

Whittier Trust held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 13,645 shares worth $604K. The position accounts for 0.01% of the portfolio, ranked #461.

Whittier Trust first reported a position in XLRE in Q3 2016 and has held it in 40 quarters since. The position peaked at $1.02M in Q4 2024. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Whittier Trust held 13,645 shares of State Street Real Estate Select Sector SPDR ETF worth $604K as of Q2 2026.
  • Whittier Trust 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 0.01% of Whittier Trust's portfolio in Q2 2026, its #461 holding.
  • Whittier Trust 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's State Street Real Estate Select Sector SPDR ETF position peaked at $1.02M in Q4 2024.
  • 798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

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