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 |
|