AFA
American Financial Advisors’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Sell |
277,354
-10,720
| -4% | -$444K | 1.6% | 19 |
|
|
2025
Q1 | $12.1M | Sell |
288,074
-5,727
| -2% | -$240K | 1.75% | 19 |
|
|
2024
Q4 | $11.9M | Sell |
293,801
-5,271
| -2% | -$214K | 1.68% | 19 |
|
|
2024
Q3 | $13.4M | Sell |
299,072
-7,494
| -2% | -$335K | 1.82% | 20 |
|
|
2024
Q2 | $11.8M | Buy |
306,566
+10,312
| +3% | +$396K | 1.68% | 21 |
|
|
2024
Q1 | $11.7M | Buy |
296,254
+1,304
| +0.4% | +$51.5K | 1.65% | 21 |
|
|
2023
Q4 | $11.8M | Sell |
294,950
-1,351
| -0.5% | -$54.1K | 1.75% | 20 |
|
|
2023
Q3 | $10.1M | Buy |
296,301
+13,751
| +5% | +$468K | 1.59% | 22 |
|
|
2023
Q2 | $10.6M | Buy |
282,550
+15,844
| +6% | +$597K | 1.67% | 21 |
|
|
2023
Q1 | $9.97M | Sell |
266,706
-3,396
| -1% | -$127K | 1.62% | 21 |
|
|
2022
Q4 | $9.97M | Buy |
270,102
+1,294
| +0.5% | +$47.8K | 1.69% | 21 |
|
|
2022
Q3 | $9.68M | Buy |
268,808
+1,360
| +0.5% | +$49K | 1.67% | 22 |
|
|
2022
Q2 | $10.9M | Sell |
267,448
-1,214
| -0.5% | -$49.6K | 2.9% | 14 |
|
|
2022
Q1 | $13M | Sell |
268,662
-11,022
| -4% | -$533K | 1.8% | 22 |
|
|
2021
Q4 | $14.5M | Buy |
279,684
+9,942
| +4% | +$515K | 1.84% | 22 |
|
|
2021
Q3 | $12M | Sell |
269,742
-20,100
| -7% | -$893K | 1.6% | 24 |
|
|
2021
Q2 | $12.8M | Buy |
289,842
+21,195
| +8% | +$940K | 1.77% | 22 |
|
|
2021
Q1 | $10.6M | Buy |
268,647
+42,060
| +19% | +$1.66M | 1.58% | 23 |
|
|
2020
Q4 | $8.28M | Buy |
226,587
+8,547
| +4% | +$312K | 1.18% | 28 |
|
|
2020
Q3 | $7.69M | Sell |
218,040
-9,774
| -4% | -$345K | 1.25% | 27 |
|
|
2020
Q2 | $7.93M | Buy |
227,814
+10,089
| +5% | +$351K | 1.27% | 27 |
|
|
2020
Q1 | $7.41M | Buy |
+217,725
| New | +$7.41M | 1.33% | 29 |
|