Cornerstone Planning Group’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

Cornerstone Planning Group’s Portfolio XLRE Stock Details XLRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.33M	Buy
2025 Q1	$1.22M	Buy
2024 Q4	$1.25M	Buy
2024 Q3	$1.3M	Buy
2024 Q2	$1.2M	Buy
2024 Q1	$1.09M	Buy
2023 Q4	$1.17M	Buy
2023 Q3	$906K	Buy
2023 Q2	$758K	Buy
2022 Q4	$1.21M	Buy