Cascade Financial Partners’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

Cascade Financial Partners’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	$765K	Buy
2025 Q2	$750K	Sell
2025 Q1	$843K	Sell
2024 Q4	$1.01M	Buy
2024 Q3	$859K	Buy
2024 Q2	$649K	Buy
2024 Q1	$526K	Buy