Calton & Associates’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	$267K	Buy	6,436 +647	+11%	+$26.8K	0.05%	306
2025 Q1	$242K	Buy	5,789 +125	+2%	+$5.23K	0.06%	275
2024 Q4	$230K	Buy	+5,664	New	+$230K	0.1%	172
2018 Q1	–	Sell	-2,809	Closed	-$90K	–	1295
2017 Q4	$90K	Buy	+2,809	New	+$90K	0.02%	513