Clearstead Advisors’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 | $71.9K | Buy |
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|
2025
Q1 | $47.5K | Sell |
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|
2024
Q4 | $51.5K | Sell |
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|
2024
Q3 | $58.1K | Sell |
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|
2024
Q2 | $184K | Hold |
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|
2024
Q1 | $181K | Buy |
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|
2023
Q4 | $67K | Sell |
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|
2023
Q3 | $111K | Buy |
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|
2023
Q2 | $97.8K | Sell |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q4 | $95.5K | Sell |
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|
2022
Q3 | $132K | Buy |
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|
2022
Q2 | $107K | Sell |
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|
2022
Q1 | $141K | Hold |
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|
2021
Q4 | $151K | Sell |
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|
2021
Q3 | $155K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $14K | Hold |
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|
2020
Q3 | $14K | Sell |
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|
2020
Q2 | $14K | Sell |
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|
2020
Q1 | $15K | Buy |
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