FineMark National Bank & Trust’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 | $322K | Buy |
7,764
+523
| +7% | +$21.7K | 0.01% | 369 |
|
|
2025
Q1 | $303K | Hold |
7,241
| – | – | 0.01% | 354 |
|
|
2024
Q4 | $294K | Hold |
7,241
| – | – | 0.01% | 353 |
|
|
2024
Q3 | $323K | Sell |
7,241
-278
| -4% | -$12.4K | 0.01% | 341 |
|
|
2024
Q2 | $289K | Hold |
7,519
| – | – | 0.01% | 349 |
|
|
2024
Q1 | $297K | Buy |
+7,519
| New | +$297K | 0.01% | 351 |
|
|
2017
Q1 | – | Sell |
-3,530
| Closed | -$109K | – | 1011 |
|
|
2016
Q4 | $109K | Sell |
3,530
-52
| -1% | -$1.61K | 0.01% | 450 |
|
|
2016
Q3 | $117K | Buy |
+3,582
| New | +$117K | 0.01% | 419 |
|