Horizon Financial Services’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
$2.82M Sell
68,159
-319
-0.5% -$13.2K 1.5% 20
2025
Q1
$2.87M Buy
68,478
+12,222
+22% +$511K 1.6% 19
2024
Q4
$2.29M Buy
56,256
+725
+1% +$29.5K 1.29% 24
2024
Q3
$2.48M Buy
55,531
+1,530
+3% +$68.3K 1.47% 22
2024
Q2
$2.07M Sell
54,001
-2,019
-4% -$77.6K 1.31% 23
2024
Q1
$2.21M Buy
56,020
+49,613
+774% +$1.96M 1.42% 24
2023
Q4
$257K Buy
+6,407
New +$257K 0.18% 48