Atticus Wealth Management’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 | $234K | Sell |
5,654
-1,444
| -20% | -$59.8K | 0.06% | 151 |
|
|
2025
Q1 | $297K | Sell |
7,098
-2,413
| -25% | -$101K | 0.1% | 99 |
|
|
2024
Q4 | $387K | Sell |
9,511
-55
| -0.6% | -$2.24K | 0.12% | 79 |
|
|
2024
Q3 | $427K | Sell |
9,566
-2,359
| -20% | -$105K | 0.14% | 77 |
|
|
2024
Q2 | $458K | Buy |
11,925
+478
| +4% | +$18.4K | 0.15% | 70 |
|
|
2024
Q1 | $453K | Sell |
11,447
-1,420
| -11% | -$56.1K | 0.15% | 72 |
|
|
2023
Q4 | $515K | Sell |
12,867
-5,680
| -31% | -$228K | 0.18% | 67 |
|
|
2023
Q3 | $632K | Sell |
18,547
-1,231
| -6% | -$41.9K | 0.24% | 60 |
|
|
2023
Q2 | $745K | Sell |
19,778
-4,580
| -19% | -$173K | 0.27% | 53 |
|
|
2023
Q1 | $911K | Sell |
24,358
-2,968
| -11% | -$111K | 0.35% | 43 |
|
|
2022
Q4 | $1.01M | Buy |
27,326
+8,358
| +44% | +$309K | 0.41% | 45 |
|
|
2022
Q3 | $775K | Hold |
18,968
| – | – | 0.37% | 42 |
|
|
2022
Q2 | $775K | Sell |
18,968
-1,540
| -8% | -$62.9K | 0.32% | 54 |
|
|
2022
Q1 | $991K | Buy |
20,508
+6,782
| +49% | +$328K | 0.36% | 53 |
|
|
2021
Q4 | $711K | Buy |
13,726
+12,962
| +1,697% | +$671K | 0.28% | 51 |
|
|
2021
Q3 | $34K | Buy |
764
+113
| +17% | +$5.03K | 0.01% | 276 |
|
|
2021
Q2 | $29K | Sell |
651
-696
| -52% | -$31K | 0.01% | 269 |
|
|
2021
Q1 | $53K | Sell |
1,347
-1,278
| -49% | -$50.3K | 0.03% | 206 |
|
|
2020
Q4 | $96K | Sell |
2,625
-399
| -13% | -$14.6K | 0.05% | 158 |
|
|
2020
Q3 | $107K | Sell |
3,024
-8,220
| -73% | -$291K | 0.06% | 134 |
|
|
2020
Q2 | $391K | Buy |
11,244
+7,248
| +181% | +$252K | 0.26% | 58 |
|
|
2020
Q1 | $124K | Buy |
+3,996
| New | +$124K | 0.1% | 105 |
|