Global Retirement Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $142K | Sell |
3,513
-1,497
| -30% | -$61.6K | ﹤0.01% | 1687 |
|
|
2025
Q3 | $211K | Sell |
5,010
-25,038
| -83% | -$1.05M | ﹤0.01% | 1145 |
|
|
2025
Q2 | $1.24M | Buy |
+30,048
| New | +$1.23M | 0.03% | 448 |
|
|
2024
Q4 | $1.55M | Buy |
38,053
+28,531
| +300% | +$1.23M | 0.04% | 355 |
|
|
2024
Q3 | $425K | Buy |
9,522
+221
| +2% | +$9.31K | 0.01% | 676 |
|
|
2024
Q2 | $357K | Sell |
9,301
-17,570
| -65% | -$662K | 0.01% | 699 |
|
|
2024
Q1 | $1.06M | Buy |
26,871
+796
| +3% | +$31K | 0.04% | 349 |
|
|
2023
Q4 | $1.02M | Sell |
26,075
-10,393
| -28% | -$373K | 0.04% | 337 |
|
|
2023
Q3 | $1.21M | Buy |
36,468
+3,246
| +10% | +$120K | 0.06% | 273 |
|
|
2023
Q2 | $1.25M | Buy |
33,222
+79
| +0.2% | +$2.91K | 0.06% | 276 |
|
|
2023
Q1 | $1.21M | Sell |
33,143
-856
| -3% | -$32.9K | 0.06% | 270 |
|
|
2022
Q4 | $1.26M | Sell |
33,999
-16,080
| -32% | -$593K | 0.09% | 228 |
|
|
2022
Q3 | $1.84M | Sell |
50,079
-6,166
| -11% | -$258K | 0.14% | 159 |
|
|
2022
Q2 | $2.3M | Buy |
56,245
+3,050
| +6% | +$136K | 0.18% | 121 |
|
|
2022
Q1 | $2.31M | Buy |
+53,195
| New | +$2.49M | 0.18% | 127 |
|
|
2021
Q4 | – | Sell |
-33,525
| Closed | -$1.49M | – | 1848 |
|
|
2021
Q3 | $1.49M | Buy |
33,525
+1,632
| +5% | +$75.8K | 0.15% | 148 |
|
|
2021
Q2 | $1.41M | Buy |
31,893
+14,647
| +85% | +$628K | 0.14% | 144 |
|
|
2021
Q1 | $681K | Buy |
17,246
+1,981
| +13% | +$74.5K | 0.08% | 215 |
|
|
2020
Q4 | $558K | Sell |
15,265
-107
| -0.7% | -$3.88K | 0.07% | 224 |
|
|
2020
Q3 | $542K | Buy |
15,372
+1,481
| +11% | +$52.8K | 0.08% | 220 |
|
|
2020
Q2 | $484K | Buy |
13,891
+1,321
| +11% | +$44.6K | 0.08% | 224 |
|
|
2020
Q1 | $390K | Buy |
12,570
+4,064
| +48% | +$152K | 0.07% | 227 |
|
|
2019
Q4 | $329K | Buy |
8,506
+1,087
| +15% | +$42.1K | 0.05% | 292 |
|
|
2019
Q3 | $292K | Sell |
7,419
-20
| -0.3% | -$767 | 0.05% | 298 |
|
|
2019
Q2 | $274K | Buy |
7,439
+4,419
| +146% | +$161K | 0.05% | 290 |
|
|
2019
Q1 | $109K | Buy |
3,020
+1,961
| +185% | +$66.9K | 0.03% | 381 |
|
|
2018
Q4 | $33K | Buy |
1,059
+372
| +54% | +$12.1K | 0.01% | 611 |
|
|
2018
Q3 | $22K | Buy |
687
+135
| +24% | +$4.48K | 0.01% | 782 |
|
|
2018
Q2 | $18K | Buy |
552
+33
| +6% | +$1.03K | ﹤0.01% | 833 |
|
|
2018
Q1 | $16K | Sell |
519
-3,448
| -87% | -$107K | ﹤0.01% | 838 |
|
|
2017
Q4 | $131K | Sell |
3,967
-203
| -5% | -$6.7K | 0.04% | 313 |
|
|
2017
Q3 | $134K | Buy |
4,170
+1
| +0% | +$32 | 0.06% | 284 |
|
|
2017
Q2 | $134K | Buy |
4,169
+344
| +9% | +$11K | 0.06% | 264 |
|
|
2017
Q1 | $121K | Buy |
3,825
+3,364
| +730% | +$105K | 0.07% | 250 |
|
|
2016
Q4 | $14K | Buy |
+461
| New | +$14.1K | 0.01% | 612 |
|
Other funds holding XLRE
CCWM
MAWA