Kestra Private Wealth Services’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 | $1.48M | Buy |
35,693
+8,307
| +30% | +$344K | 0.02% | 592 |
|
|
2025
Q1 | $1.15M | Buy |
27,386
+3,678
| +16% | +$154K | 0.02% | 635 |
|
|
2024
Q4 | $964K | Buy |
23,708
+543
| +2% | +$22.1K | 0.02% | 662 |
|
|
2024
Q3 | $1.03M | Buy |
23,165
+4,898
| +27% | +$219K | 0.02% | 606 |
|
|
2024
Q2 | $702K | Buy |
18,267
+5,769
| +46% | +$222K | 0.01% | 700 |
|
|
2024
Q1 | $494K | Buy |
12,498
+5,198
| +71% | +$205K | 0.01% | 802 |
|
|
2023
Q4 | $292K | Buy |
+7,300
| New | +$292K | 0.01% | 961 |
|
|
2023
Q3 | – | Sell |
-5,592
| Closed | -$211K | – | 1217 |
|
|
2023
Q2 | $211K | Buy |
+5,592
| New | +$211K | 0.01% | 948 |
|