Independent Financial Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $580K | Sell |
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|
2025
Q4 | $757K | Buy |
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|
2025
Q3 | $544K | Buy |
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|
2025
Q2 | $517K | Buy |
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|
2025
Q1 | $496K | Buy |
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|
2024
Q4 | $432K | Buy |
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|
2024
Q3 | $379K | Sell |
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|
2024
Q2 | $340K | Sell |
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|
2024
Q1 | $433K | Buy |
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|
2023
Q4 | $298K | Sell |
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|
2023
Q3 | $295K | Buy |
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|
2023
Q2 | $245K | Sell |
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|
2023
Q1 | $269K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $205K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $311K | Buy |
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