Founders Financial Securities’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 | $681K | Buy |
16,446
+1,390
| +9% | +$57.6K | 0.05% | 293 |
|
|
2025
Q1 | $614K | Sell |
15,056
-5,435
| -27% | -$222K | 0.05% | 285 |
|
|
2024
Q4 | $833K | Buy |
20,491
+6,218
| +44% | +$253K | 0.08% | 205 |
|
|
2024
Q3 | $638K | Sell |
14,273
-1,316
| -8% | -$58.8K | 0.06% | 233 |
|
|
2024
Q2 | $599K | Buy |
15,589
+4,694
| +43% | +$180K | 0.06% | 255 |
|
|
2024
Q1 | $431K | Sell |
10,895
-8,149
| -43% | -$322K | 0.05% | 282 |
|
|
2023
Q4 | $763K | Buy |
19,044
+10
| +0.1% | +$401 | 0.08% | 196 |
|
|
2023
Q3 | $648K | Buy |
19,034
+9,986
| +110% | +$340K | 0.08% | 181 |
|
|
2023
Q2 | $341K | Buy |
9,048
+623
| +7% | +$23.5K | 0.05% | 249 |
|
|
2023
Q1 | $315K | Sell |
8,425
-1,439
| -15% | -$53.8K | 0.05% | 254 |
|
|
2022
Q4 | $364K | Buy |
9,864
+2,289
| +30% | +$84.5K | 0.06% | 231 |
|
|
2022
Q3 | $273K | Sell |
7,575
-970
| -11% | -$35K | 0.05% | 243 |
|
|
2022
Q2 | $349K | Sell |
8,545
-333
| -4% | -$13.6K | 0.07% | 186 |
|
|
2022
Q1 | $429K | Buy |
8,878
+874
| +11% | +$42.2K | 0.08% | 184 |
|
|
2021
Q4 | $415K | Sell |
8,004
-14,457
| -64% | -$750K | 0.07% | 187 |
|
|
2021
Q3 | $998K | Buy |
22,461
+1,529
| +7% | +$67.9K | 0.2% | 102 |
|
|
2021
Q2 | $928K | Buy |
+20,932
| New | +$928K | 0.18% | 117 |
|