Ballast Advisors’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
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|
2025
Q1 | $1.54M | Buy |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $1.47M | Buy |
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|
2024
Q2 | $1.24M | Buy |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $916K | Buy |
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|
2023
Q2 | $966K | Buy |
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|
2023
Q1 | $918K | Buy |
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|
2022
Q4 | $771K | Buy |
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|
2022
Q3 | $741K | Hold |
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|
2022
Q2 | $841K | Sell |
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|
2022
Q1 | $996K | Sell |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $935K | Buy |
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|
2021
Q2 | $909K | Buy |
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|
2021
Q1 | $764K | Buy |
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|
2020
Q4 | $633K | Buy |
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|
2020
Q3 | $69K | Buy |
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