Ballentine Partners’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 | $16.3M | Buy |
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|
2025
Q1 | $13M | Buy |
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|
2024
Q4 | $12.1M | Buy |
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|
2024
Q3 | $12.3M | Sell |
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|
2024
Q2 | $10.7M | Sell |
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|
2024
Q1 | $11.2M | Sell |
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|
2023
Q4 | $11.4M | Buy |
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|
2023
Q3 | $1.73M | Buy |
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|
2023
Q2 | $598K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $6K | Hold |
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|
2017
Q2 | $6K | Buy |
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