HWM
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HB Wealth Management’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

HB Wealth Management’s Portfolio XLRE Stock Details XLRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$230K Buy
5,557
+768
+16% +$31.8K ﹤0.01% 1036
2025
Q1 		$200K Buy
+4,789
New +$200K ﹤0.01% 1120