J.M. Forbes & Co’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	$3.06M	Hold	74,904	–	–	0.26%	63
2025 Q4	$3.02M	Hold	74,904	–	–	0.24%	63
2025 Q3	$3.16M	Hold	74,904	–	–	0.26%	64
2025 Q2	$3.1M	Hold	74,904	–	–	0.28%	61
2025 Q1	$3.13M	Sell	74,904 -1,146	-2%	-$47.7K	0.3%	61
2024 Q4	$3.09M	Hold	76,050	–	–	0.3%	62
2024 Q3	$3.4M	Hold	76,050	–	–	0.33%	60
2024 Q2	$2.92M	Sell	76,050 -461	-0.6%	-$17.4K	0.3%	59
2024 Q1	$3.02M	Hold	76,511	–	–	0.33%	58
2023 Q4	$3.07M	Sell	76,511 -856	-1%	-$30.7K	0.36%	58
2023 Q3	$2.64M	Buy	77,367 +9,850	+15%	+$364K	0.34%	58
2023 Q2	$2.54M	Buy	+67,517	New	+$2.49M	0.32%	59