GWP
Gateway Wealth Partners’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Buy |
+11,464
| New | +$475K | 0.09% | 204 |
|
|
2023
Q4 | – | Sell |
-6,027
| Closed | -$205K | – | 293 |
|
|
2023
Q3 | $205K | Buy |
6,027
+163
| +3% | +$5.55K | 0.04% | 250 |
|
|
2023
Q2 | $221K | Sell |
5,864
-246
| -4% | -$9.27K | 0.04% | 221 |
|
|
2023
Q1 | $228K | Sell |
6,110
-848
| -12% | -$31.7K | 0.04% | 197 |
|
|
2022
Q4 | $257K | Buy |
+6,958
| New | +$257K | 0.04% | 159 |
|