Berger Financial Group’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 | $625K | Sell |
15,091
-2,155
| -12% | -$89.3K | 0.04% | 242 |
|
|
2025
Q1 | $722K | Sell |
17,246
-192
| -1% | -$8.04K | 0.05% | 213 |
|
|
2024
Q4 | $709K | Sell |
17,438
-1,097
| -6% | -$44.6K | 0.05% | 210 |
|
|
2024
Q3 | $828K | Sell |
18,535
-7,563
| -29% | -$338K | 0.06% | 174 |
|
|
2024
Q2 | $1M | Sell |
26,098
-33,299
| -56% | -$1.28M | 0.08% | 154 |
|
|
2024
Q1 | $2.35M | Buy |
+59,397
| New | +$2.35M | 0.19% | 109 |
|