Dean Jacobson Financial Services’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 | – | Sell |
-515,347
| Closed | -$21.6M | – | 16 |
|
|
2025
Q1 | $21.6M | Sell |
515,347
-727
| -0.1% | -$30.4K | 16.59% | 4 |
|
|
2024
Q4 | $21M | Buy |
516,074
+17,496
| +4% | +$712K | 16.03% | 4 |
|
|
2024
Q3 | $22.3M | Sell |
498,578
-5,869
| -1% | -$262K | 16.72% | 4 |
|
|
2024
Q2 | $19.4M | Buy |
504,447
+6,567
| +1% | +$252K | 15.64% | 4 |
|
|
2024
Q1 | $19.7M | Buy |
497,880
+3,511
| +0.7% | +$139K | 15.94% | 4 |
|
|
2023
Q4 | $19.8M | Buy |
+494,369
| New | +$19.8M | 16.91% | 4 |
|
|
2022
Q2 | – | Sell |
-439,968
| Closed | -$21.3M | – | 6 |
|
|
2022
Q1 | $21.3M | Buy |
439,968
+2,133
| +0.5% | +$103K | 93.12% | 1 |
|
|
2021
Q4 | $22.7M | Buy |
+437,835
| New | +$22.7M | 18.87% | 3 |
|