Harper Investing’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
$3.1M Sell
74,873
-1,918
-2% -$79.4K 1.73% 19
2025
Q1
$3.21M Buy
76,791
+21,147
+38% +$885K 2.13% 16
2024
Q4
$2.26M Sell
55,644
-5,190
-9% -$211K 1.67% 17
2024
Q3
$2.72M Buy
60,834
+9,399
+18% +$420K 1.78% 16
2024
Q2
$1.98M Buy
51,435
+32,002
+165% +$1.23M 1.94% 18
2024
Q1
$768K Buy
+19,433
New +$768K 0.9% 20