Jessup Wealth Management’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 Q2	$4.48M	Sell	108,226 -4,329	-4%	-$179K	1.8%	19
2025 Q1	$4.71M	Sell	112,555 -7,422	-6%	-$311K	1.98%	19
2024 Q4	$4.88M	Sell	119,977 -2,638	-2%	-$107K	2.08%	18
2024 Q3	$5.48M	Buy	+122,615	New	+$5.48M	2.51%	17