Cassaday & Co Wealth Management’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 | $128M | Sell |
|
|||||
|
2025
Q1 | $129M | Buy |
|
|||||
|
2024
Q4 | $124M | Buy |
|
|||||
|
2024
Q3 | $134M | Buy |
|
|||||
|
2024
Q2 | $113M | Buy |
|
|||||
|
2024
Q1 | $113M | Buy |
|
|||||
|
2023
Q4 | $106M | Buy |
|
|||||
|
2023
Q3 | $10.7M | Buy |
|
|||||
|
2023
Q2 | $11.3M | Buy |
|
|||||
|
2023
Q1 | $11.1M | Sell |
|
|||||
|
2022
Q4 | $38.2M | Buy |
|