Congress Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$39.2M	Buy	945,399 +7,410	+0.8%	+$304K	0.38%	51
2025 Q1	$39.3M	Buy	937,989 +15,282	+2%	+$637K	0.47%	48
2024 Q4	$37.5M	Sell	922,707 -17,035	-2%	-$737K	0.52%	41
2024 Q3	$42M	Buy	939,742 +931,614	+11,462%	+$39.3M	0.56%	35
2024 Q2	$312K	Hold	8,128	–	–	0.01%	608
2024 Q1	$321K	Sell	8,128 -16,325	-67%	-$635K	0.01%	500
2023 Q4	$980K	Sell	24,453 -4,195	-15%	-$151K	0.02%	393
2023 Q3	$976K	Buy	28,648 +38	+0.1%	+$1.41K	0.02%	378
2023 Q2	$1.08M	Sell	28,610 -4,515	-14%	-$167K	0.03%	331
2023 Q1	$1.24M	Buy	33,125 +1,798	+6%	+$69K	0.03%	321
2022 Q4	$1.16M	Sell	31,327 -96,591	-76%	-$3.57M	0.03%	321
2022 Q3	$4.61M	Sell	127,918 -142,469	-53%	-$5.97M	0.12%	188
2022 Q2	$11M	Sell	270,387 -14,294	-5%	-$637K	0.28%	93
2022 Q1	$13.8M	Sell	284,681 -17,959	-6%	-$842K	0.3%	85
2021 Q4	$15.7M	Buy	+302,640	New	+$14.6M	0.31%	82