J.W. Cole Advisors’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
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|
2025
Q1 | $489K | Sell |
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|
2024
Q4 | $859K | Sell |
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|
2024
Q3 | $959K | Buy |
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|
2024
Q2 | $736K | Buy |
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|
2024
Q1 | $713K | Buy |
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|
2023
Q4 | $687K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $358K | Buy |
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|
2022
Q4 | $333K | Sell |
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|
2022
Q3 | $472K | Buy |
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|
2022
Q2 | $432K | Sell |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.21M | Buy |
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|
2021
Q1 | $1.01M | Sell |
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|
2020
Q4 | $1.05M | Buy |
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|
2020
Q3 | $739K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $392K | Buy |
|