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 |
|