Cordatus Wealth 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
$2.41M Sell
58,228
-1,674
-3% -$69.3K 0.59% 50
2025
Q1
$2.51M Sell
59,902
-123,689
-67% -$5.18M 0.69% 49
2024
Q4
$7.47M Buy
183,591
+129,763
+241% +$5.28M 1.97% 11
2024
Q3
$2.4M Buy
53,828
+875
+2% +$39.1K 0.86% 37
2024
Q2
$2.03M Buy
52,953
+348
+0.7% +$13.4K 0.76% 42
2024
Q1
$2.08M Buy
+52,605
New +$2.08M 1.51% 22