Financial Perspectives’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
$8.52K Buy
206
+2
+1% +$83 ﹤0.01% 527
2025
Q1
$8.53K Buy
204
+1
+0.5% +$42 ﹤0.01% 522
2024
Q4
$8.24K Buy
203
+3
+2% +$122 ﹤0.01% 529
2024
Q3
$8.95K Buy
200
+1
+0.5% +$45 ﹤0.01% 482
2024
Q2
$7.65K Sell
199
-223
-53% -$8.57K ﹤0.01% 490
2024
Q1
$16.7K Buy
422
+1
+0.2% +$40 0.01% 397
2023
Q4
$16.9K Buy
421
+2
+0.5% +$80 0.01% 399
2023
Q3
$14.3K Buy
419
+2
+0.5% +$68 0.01% 404
2023
Q2
$15.7K Buy
417
+2
+0.5% +$75 0.01% 392
2023
Q1
$15.5K Buy
415
+1
+0.2% +$37 0.01% 391
2022
Q4
$15.3K Buy
414
+2
+0.5% +$74 0.01% 387
2022
Q3
$14.8K Buy
412
+2
+0.5% +$72 0.01% 386
2022
Q2
$16.8K Buy
410
+1
+0.2% +$41 0.01% 375
2022
Q1
$19.7K Buy
409
+1
+0.2% +$48 0.01% 377
2021
Q4
$21.1K Buy
408
+2
+0.5% +$104 0.01% 351
2021
Q3
$18K Buy
+406
New +$18K 0.01% 366