EP Wealth Advisors’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63M | Buy |
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|
2025
Q1 | $2.69M | Sell |
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|
2024
Q4 | $3.11M | Buy |
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|
2024
Q3 | $2.31M | Buy |
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|
2024
Q2 | $1.96M | Buy |
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|
2024
Q1 | $1.94M | Sell |
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|
2023
Q4 | $2.08M | Sell |
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|
2023
Q3 | $2.1M | Buy |
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|
2023
Q2 | $1.68M | Sell |
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|
2023
Q1 | $33.1M | Buy |
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|
2022
Q4 | $495K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $103K | Sell |
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|
2022
Q1 | $291K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $161K | Buy |
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