Apexium Financial’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Buy |
9,421
+2
| +0% | +$83 | 0.02% | 207 |
|
|
2025
Q1 | $394K | Sell |
9,419
-52
| -0.5% | -$2.18K | 0.02% | 197 |
|
|
2024
Q4 | $385K | Buy |
9,471
+78
| +0.8% | +$3.17K | 0.02% | 187 |
|
|
2024
Q3 | $420K | Sell |
9,393
-145
| -2% | -$6.48K | 0.03% | 156 |
|
|
2024
Q2 | $366K | Sell |
9,538
-165
| -2% | -$6.34K | 0.03% | 161 |
|
|
2024
Q1 | $384K | Buy |
9,703
+391
| +4% | +$15.5K | 0.03% | 162 |
|
|
2023
Q4 | $373K | Sell |
9,312
-1,909
| -17% | -$76.5K | 0.03% | 198 |
|
|
2023
Q3 | $382K | Buy |
11,221
+1,567
| +16% | +$53.4K | 0.04% | 150 |
|
|
2023
Q2 | $364K | Buy |
9,654
+57
| +0.6% | +$2.15K | 0.03% | 158 |
|
|
2023
Q1 | $359K | Buy |
9,597
+472
| +5% | +$17.6K | 0.04% | 154 |
|
|
2022
Q4 | $337K | Buy |
9,125
+2,065
| +29% | +$76.3K | 0.04% | 157 |
|
|
2022
Q3 | $254K | Buy |
+7,060
| New | +$254K | 0.03% | 169 |
|