Independent Advisor Alliance’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
Q1 | – | Sell |
-327,465
| Closed | -$13.3M | – | 1384 |
|
|
2024
Q4 | $13.3M | Buy |
+327,465
| New | +$13.3M | 0.18% | 128 |
|
|
2019
Q4 | – | Sell |
-25,987
| Closed | -$984K | – | 897 |
|
|
2019
Q3 | $984K | Hold |
25,987
| – | – | 0.12% | 160 |
|
|
2019
Q2 | $1K | Buy |
25,987
+7,944
| +44% | +$306 | ﹤0.01% | 415 |
|
|
2019
Q1 | $654K | Buy |
18,043
+9,900
| +122% | +$359K | 0.09% | 193 |
|
|
2018
Q4 | $282K | Buy |
+8,143
| New | +$282K | 0.05% | 301 |
|