Financial Advocates Investment 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 | $418K | Sell |
10,089
-12,118
| -55% | -$502K | 0.03% | 405 |
|
|
2025
Q1 | $929K | Sell |
22,207
-110,116
| -83% | -$4.61M | 0.07% | 291 |
|
|
2024
Q4 | $5.38M | Sell |
132,323
-3,366
| -2% | -$137K | 0.31% | 70 |
|
|
2024
Q3 | $6.06M | Buy |
135,689
+2,574
| +2% | +$115K | 0.34% | 64 |
|
|
2024
Q2 | $5.11M | Buy |
133,115
+64,915
| +95% | +$2.49M | 0.32% | 70 |
|
|
2024
Q1 | $3.44M | Buy |
68,200
+43,573
| +177% | +$2.2M | 0.2% | 117 |
|
|
2023
Q4 | $987K | Sell |
24,627
-5,464
| -18% | -$219K | 0.06% | 290 |
|
|
2023
Q3 | $1.03M | Buy |
30,091
+604
| +2% | +$20.6K | 0.07% | 263 |
|
|
2023
Q2 | $1.11M | Sell |
29,487
-3,590
| -11% | -$135K | 0.08% | 252 |
|
|
2023
Q1 | $1.24M | Buy |
33,077
+1,136
| +4% | +$42.5K | 0.09% | 243 |
|
|
2022
Q4 | $1.51M | Buy |
31,941
+9,975
| +45% | +$471K | 0.11% | 208 |
|
|
2022
Q3 | $793K | Sell |
21,966
-3,563
| -14% | -$129K | 0.07% | 298 |
|
|
2022
Q2 | $1.04M | Sell |
25,529
-602
| -2% | -$24.6K | 0.08% | 261 |
|
|
2022
Q1 | $1.26M | Buy |
26,131
+14,631
| +127% | +$707K | 0.08% | 257 |
|
|
2021
Q4 | $596K | Buy |
11,500
+6,149
| +115% | +$319K | 0.04% | 435 |
|
|
2021
Q3 | $238K | Buy |
5,351
+2,040
| +62% | +$90.7K | 0.02% | 662 |
|
|
2021
Q2 | $240K | Sell |
3,311
-8,844
| -73% | -$641K | 0.02% | 645 |
|
|
2021
Q1 | $480K | Sell |
12,155
-266,212
| -96% | -$10.5M | 0.03% | 478 |
|
|
2020
Q4 | $10.2M | Buy |
+278,367
| New | +$10.2M | 0.7% | 26 |
|
|
2020
Q3 | – | Sell |
-8,259
| Closed | -$217K | – | 673 |
|
|
2020
Q2 | $217K | Buy |
+8,259
| New | +$217K | 0.02% | 526 |
|
|
2019
Q4 | – | Sell |
-1,005
| Closed | -$229K | – | 533 |
|
|
2019
Q3 | $229K | Buy |
+1,005
| New | +$229K | 0.03% | 434 |
|