Clear Creek Financial Management’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Buy |
9,897
+2,157
| +28% | +$89.3K | 0.04% | 377 |
|
|
2025
Q1 | $324K | Hold |
7,740
| – | – | 0.03% | 383 |
|
|
2024
Q4 | $315K | Buy |
7,740
+10
| +0.1% | +$407 | 0.03% | 366 |
|
|
2024
Q3 | $345K | Sell |
7,730
-389
| -5% | -$17.4K | 0.04% | 322 |
|
|
2024
Q2 | $312K | Sell |
8,119
-947
| -10% | -$36.4K | 0.04% | 331 |
|
|
2024
Q1 | $358K | Buy |
9,066
+1,164
| +15% | +$46K | 0.05% | 297 |
|
|
2023
Q4 | $317K | Buy |
+7,902
| New | +$317K | 0.05% | 258 |
|