Fortis Group Advisors’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.33M Sell
2025
Q1
$10.9M Buy
2024
Q4
$5.9M Sell
2024
Q3
$11.9M Buy
2024
Q2
Sell
2024
Q1
$301K Buy
2020
Q3
$1.86M Buy