Foundations Investment 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 | $1.17M | Buy |
28,127
+3,414
| +14% | +$141K | 0.02% | 397 |
|
|
2025
Q1 | $1.03M | Sell |
24,713
-1,358
| -5% | -$56.8K | 0.02% | 398 |
|
|
2024
Q4 | $1.06M | Buy |
26,071
+10,681
| +69% | +$434K | 0.02% | 384 |
|
|
2024
Q3 | $687K | Sell |
15,390
-150,610
| -91% | -$6.73M | 0.01% | 440 |
|
|
2024
Q2 | $6.38M | Buy |
166,000
+20,018
| +14% | +$769K | 0.15% | 119 |
|
|
2024
Q1 | $5.77M | Buy |
145,982
+15,133
| +12% | +$598K | 0.15% | 125 |
|
|
2023
Q4 | $5.08M | Buy |
+130,849
| New | +$5.08M | 0.14% | 121 |
|
|
2023
Q3 | – | Sell |
-20,273
| Closed | -$764K | – | 683 |
|
|
2023
Q2 | $764K | Buy |
+20,273
| New | +$764K | 0.03% | 295 |
|