HHRDM
H&H Retirement Design & Management’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 | $1.17M | Buy |
27,783
+2,056
| +8% | +$86.4K | 0.64% | 34 |
|
|
2025
Q1 | $1.02M | Sell |
25,727
-83
| -0.3% | -$3.29K | 0.68% | 30 |
|
|
2024
Q4 | $1.09M | Buy |
25,810
+649
| +3% | +$27.4K | 0.66% | 33 |
|
|
2024
Q3 | $1.11M | Buy |
25,161
+863
| +4% | +$38.2K | 0.66% | 37 |
|
|
2024
Q2 | $994K | Buy |
24,298
+625
| +3% | +$25.6K | 0.61% | 39 |
|
|
2024
Q1 | $856K | Sell |
23,673
-2,463
| -9% | -$89.1K | 0.57% | 42 |
|
|
2023
Q4 | $1M | Buy |
+26,136
| New | +$1M | 0.63% | 33 |
|