Atria Wealth Solutions’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 | $1.94M | Sell |
46,741
-28,972
| -38% | -$1.2M | 0.04% | 424 |
|
|
2025
Q1 | $3.17M | Buy |
75,713
+590
| +0.8% | +$24.7K | 0.04% | 472 |
|
|
2024
Q4 | $3.06M | Buy |
75,123
+11,074
| +17% | +$450K | 0.03% | 499 |
|
|
2024
Q3 | $2.86M | Buy |
64,049
+8,879
| +16% | +$397K | 0.03% | 507 |
|
|
2024
Q2 | $2.12M | Buy |
55,170
+658
| +1% | +$25.3K | 0.02% | 603 |
|
|
2024
Q1 | $2.15M | Buy |
54,512
+1,370
| +3% | +$54.2K | 0.02% | 606 |
|
|
2023
Q4 | $2.13M | Buy |
53,142
+10,696
| +25% | +$428K | 0.03% | 580 |
|
|
2023
Q3 | $1.45M | Sell |
42,446
-2,127
| -5% | -$72.5K | 0.02% | 670 |
|
|
2023
Q2 | $1.68M | Sell |
44,573
-10,736
| -19% | -$405K | 0.02% | 626 |
|
|
2023
Q1 | $2.07M | Buy |
55,309
+649
| +1% | +$24.3K | 0.03% | 528 |
|
|
2022
Q4 | $2.02M | Sell |
54,660
-5,757
| -10% | -$213K | 0.03% | 512 |
|
|
2022
Q3 | $2.18M | Buy |
60,417
+10,332
| +21% | +$372K | 0.04% | 451 |
|
|
2022
Q2 | $2.05M | Buy |
50,085
+14,361
| +40% | +$587K | 0.04% | 424 |
|
|
2022
Q1 | $1.73M | Buy |
+35,724
| New | +$1.73M | 0.03% | 524 |
|