Concurrent Investment Advisors’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 | $469K | Sell |
11,314
-1,267
| -10% | -$52.5K | 0.01% | 867 |
|
|
2025
Q1 | $527K | Buy |
12,581
+1,131
| +10% | +$47.3K | 0.01% | 731 |
|
|
2024
Q4 | $466K | Sell |
11,450
-20,580
| -64% | -$837K | 0.01% | 679 |
|
|
2024
Q3 | $1.43M | Buy |
32,030
+19,652
| +159% | +$878K | 0.04% | 384 |
|
|
2024
Q2 | $475K | Sell |
12,378
-920
| -7% | -$35.3K | 0.02% | 594 |
|
|
2024
Q1 | $526K | Sell |
13,298
-2,259
| -15% | -$89.3K | 0.02% | 534 |
|
|
2023
Q4 | $623K | Buy |
+15,557
| New | +$623K | 0.03% | 439 |
|