Key Financial Inc’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
$8.74K Sell
211
-980
-82% -$40.6K ﹤0.01% 891
2025
Q1
$49.8K Buy
1,191
+1,160
+3,742% +$48.5K 0.01% 484
2024
Q4
$1.26K Hold
31
﹤0.01% 1203
2024
Q3
$1.39K Hold
31
﹤0.01% 1153
2024
Q2
$1.19K Hold
31
﹤0.01% 1164
2024
Q1
$1.23K Hold
31
﹤0.01% 1158
2023
Q4
$1.24K Hold
31
﹤0.01% 1153
2023
Q3
$1.06K Buy
31
+13
+72% +$443 ﹤0.01% 1184
2023
Q2
$678 Hold
18
﹤0.01% 1275
2023
Q1
$673 Hold
18
﹤0.01% 1069
2022
Q4
$648 Hold
18
﹤0.01% 1075
2022
Q3
$1K Hold
18
﹤0.01% 1093
2022
Q2
$1K Hold
18
﹤0.01% 1070
2022
Q1
$1K Hold
18
﹤0.01% 1049
2021
Q4
$1K Hold
18
﹤0.01% 933
2021
Q3
$1K Hold
18
﹤0.01% 896
2021
Q2
$1K Hold
18
﹤0.01% 842
2021
Q1
$1K Hold
18
﹤0.01% 756
2020
Q4
$1K Buy
+18
New +$1K ﹤0.01% 704
2020
Q2
Sell
-18
Closed -$1K 666
2020
Q1
$1K Buy
+18
New +$1K ﹤0.01% 667