Family Management’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	$580	Hold	14	–	–	﹤0.01%	220
2025 Q1	$586	Hold	14	–	–	﹤0.01%	204
2024 Q4	$569	Buy	+14	New	+$569	﹤0.01%	188
2023 Q1	–	Sell	-239	Closed	-$8.83K	–	185
2022 Q4	$8.83K	Buy	+239	New	+$8.83K	﹤0.01%	167