Atria Wealth Solutions’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.94M	Sell	46,741 -28,972	-38%	-$1.19M	0.04%	424
2025 Q1	$3.17M	Buy	75,713 +590	+0.8%	+$24.6K	0.04%	474
2024 Q4	$3.06M	Buy	75,123 +11,074	+17%	+$479K	0.03%	501
2024 Q3	$2.86M	Buy	64,049 +8,879	+16%	+$374K	0.03%	509
2024 Q2	$2.12M	Buy	55,170 +658	+1%	+$24.8K	0.02%	605
2024 Q1	$2.15M	Buy	54,512 +1,370	+3%	+$53.3K	0.02%	608
2023 Q4	$2.13M	Buy	53,142 +10,696	+25%	+$384K	0.03%	585
2023 Q3	$1.45M	Sell	42,446 -2,127	-5%	-$78.7K	0.02%	671
2023 Q2	$1.68M	Sell	44,573 -10,736	-19%	-$396K	0.02%	628
2023 Q1	$2.07M	Buy	55,309 +649	+1%	+$24.9K	0.03%	529
2022 Q4	$2.02M	Sell	54,660 -5,757	-10%	-$212K	0.03%	513
2022 Q3	$2.18M	Buy	60,417 +10,332	+21%	+$433K	0.04%	454
2022 Q2	$2.05M	Buy	50,085 +14,361	+40%	+$640K	0.04%	440
2022 Q1	$1.73M	Buy	+35,724	New	+$1.67M	0.03%	524