JSF Financial’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 | – | Sell |
-26,551
| Closed | -$1.11M | – | 138 |
|
|
2025
Q1 | $1.11M | Buy |
26,551
+6,349
| +31% | +$266K | 0.29% | 48 |
|
|
2024
Q4 | $822K | Buy |
20,202
+1,812
| +10% | +$73.7K | 0.22% | 67 |
|
|
2024
Q3 | $821K | Buy |
18,390
+2,852
| +18% | +$127K | 0.24% | 64 |
|
|
2024
Q2 | $597K | Buy |
+15,538
| New | +$597K | 0.18% | 68 |
|
|
2023
Q4 | – | Sell |
-14,543
| Closed | -$495K | – | 119 |
|
|
2023
Q3 | $495K | Buy |
+14,543
| New | +$495K | 0.19% | 65 |
|
|
2022
Q3 | – | Sell |
-11,763
| Closed | -$481K | – | 120 |
|
|
2022
Q2 | $481K | Buy |
+11,763
| New | +$481K | 0.22% | 68 |
|
|
2021
Q4 | – | Sell |
-6,637
| Closed | -$295K | – | 132 |
|
|
2021
Q3 | $295K | Buy |
+6,637
| New | +$295K | 0.15% | 87 |
|