CIBC Private Wealth Group’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$22.5K Sell
543
-2,182
-80% -$90.4K ﹤0.01% 1971
2025
Q1
$101K Buy
2,725
+2,399
+736% +$89K ﹤0.01% 1351
2024
Q4
$13.1K Sell
326
-11,647
-97% -$468K ﹤0.01% 2186
2024
Q3
$535K Buy
11,973
+11,762
+5,574% +$525K ﹤0.01% 854
2024
Q2
$8.1K Sell
211
-498
-70% -$19.1K ﹤0.01% 2365
2024
Q1
$27.5K Buy
+709
New +$27.5K ﹤0.01% 1917
2022
Q3
Sell
-1,910
Closed -$78K 1211
2022
Q2
$78K Hold
1,910
﹤0.01% 940
2022
Q1
$92K Buy
+1,910
New +$92K ﹤0.01% 1006
2018
Q3
Sell
-2,015
Closed -$66K 1753
2018
Q2
$66K Sell
2,015
-62
-3% -$2.03K ﹤0.01% 1108
2018
Q1
$65K Sell
2,077
-1,397
-40% -$43.7K ﹤0.01% 1101
2017
Q4
$114K Buy
+3,474
New +$114K ﹤0.01% 1011
2017
Q1
Sell
-10,462
Closed -$322K 603
2016
Q4
$322K Sell
10,462
-202
-2% -$6.22K ﹤0.01% 552
2016
Q3
$349K Buy
+10,664
New +$349K ﹤0.01% 545