Evernest Financial Advisors’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
$262K Buy
6,336
+1,156
+22% +$47.9K 0.08% 147
2025
Q1
$217K Buy
+5,180
New +$217K 0.08% 143