Dean Jacobson Financial Services’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
2026 Q1	$21.3M	Buy	+522,170	New	+$21.9M	13.1%	4
2025 Q2	–	Sell	-515,347	Closed	-$21.6M	–	16
2025 Q1	$21.6M	Sell	515,347 -727	-0.1%	-$30.3K	16.59%	4
2024 Q4	$21M	Buy	516,074 +17,496	+4%	+$757K	16.03%	4
2024 Q3	$22.3M	Sell	498,578 -5,869	-1%	-$247K	16.72%	4
2024 Q2	$19.4M	Buy	504,447 +6,567	+1%	+$247K	15.64%	4
2024 Q1	$19.7M	Buy	497,880 +3,511	+0.7%	+$137K	15.94%	4
2023 Q4	$19.8M	Buy	+494,369	New	+$17.8M	16.91%	4
2022 Q2	–	Sell	-439,968	Closed	-$21.3M	–	6
2022 Q1	$21.3M	Buy	439,968 +2,133	+0.5%	+$100K	93.12%	1
2021 Q4	$22.7M	Buy	+437,835	New	+$21.1M	18.87%	3