Aspect Partners’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
$4.95M Buy
119,567
+3,837
+3% +$159K 2.44% 12
2025
Q1
$4.84M Sell
115,730
-3,253
-3% -$136K 2.77% 11
2024
Q4
$4.84M Sell
118,983
-468
-0.4% -$19K 2.79% 9
2024
Q3
$5.34M Sell
119,451
-2,503
-2% -$112K 2.99% 9
2024
Q2
$4.68M Buy
121,954
+3,576
+3% +$137K 2.79% 8
2024
Q1
$4.68M Buy
118,378
+5,250
+5% +$208K 3.69% 7
2023
Q4
$4.53M Buy
+113,128
New +$4.53M 2.92% 6