Jones Financial Companies’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
$2.36M Buy
57,278
+12,808
+29% +$527K ﹤0.01% 707
2025
Q1
$1.84M Buy
44,470
+18,948
+74% +$785K ﹤0.01% 679
2024
Q4
$1.04M Buy
25,522
+8,416
+49% +$342K ﹤0.01% 731
2024
Q3
$758K Buy
17,106
+3,601
+27% +$159K ﹤0.01% 686
2024
Q2
$519K Buy
13,505
+10,162
+304% +$390K ﹤0.01% 558
2024
Q1
$132K Buy
+3,343
New +$132K ﹤0.01% 535