AWM
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Adams Wealth Management’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

Adams Wealth Management’s Portfolio XLRE Stock Details XLRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$7.54M Buy
180,060
+45,941
+34% +$1.92M 1.48% 18
2024
Q4 		$5.45M Buy
134,119
+27,527
+26% +$1.12M 1.04% 23
2024
Q3 		$4.76M Buy
+106,592
New +$4.76M 1.02% 22