KFG Wealth Management’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	$5.37M	Buy	129,683 +10,148	+8%	+$420K	0.86%	25
2025 Q1	$5M	Buy	119,535 +11,521	+11%	+$482K	0.91%	22
2024 Q4	$4.39M	Buy	108,014 +25,319	+31%	+$1.03M	0.82%	25
2024 Q3	$3.69M	Buy	+82,695	New	+$3.69M	0.8%	28