IWP
XLRE icon

Invenio Wealth Partners’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

Invenio Wealth Partners’s Portfolio XLRE Stock Details XLRE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.79M Sell
139,782
-219
-0.2% -$9.07K 2.3% 17
2025
Q1 		$5.86M Buy
140,001
+5,399
+4% +$226K 2.46% 15
2024
Q4 		$5.47M Buy
+134,602
New +$5.47M 2.29% 17