Capital Advisors Wealth Management’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

Capital Advisors Wealth Management’s Portfolio XLRE Stock Details XLRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.69M	Sell
2025 Q2	$7.09M	Buy
2025 Q1	$6.02M	Sell
2024 Q4	$6.4M	Buy
2024 Q3	$1.08M	Buy