Fortis Capital 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 | $337K | Sell |
8,130
-7,495
| -48% | -$310K | 0.06% | 194 |
|
|
2025
Q1 | $654K | Buy |
15,625
+288
| +2% | +$12.1K | 0.13% | 131 |
|
|
2024
Q4 | $668K | Sell |
15,337
-14,314
| -48% | -$623K | 0.23% | 87 |
|
|
2024
Q3 | $1.32M | Buy |
+29,651
| New | +$1.32M | 0.44% | 44 |
|
|
2023
Q2 | – | Sell |
-1,640
| Closed | -$61.3K | – | 629 |
|
|
2023
Q1 | $61.3K | Buy |
1,640
+549
| +50% | +$20.5K | 0.03% | 255 |
|
|
2022
Q4 | $40.3K | Buy |
+1,091
| New | +$40.3K | 0.02% | 319 |
|