Kovitz Investment Group Partners’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 | $1.07M | Sell |
25,853
-3,493
| -12% | -$145K | ﹤0.01% | 786 |
|
|
2025
Q1 | $1.23M | Sell |
29,346
-3,580
| -11% | -$150K | 0.01% | 689 |
|
|
2024
Q4 | $1.34M | Buy |
32,926
+4,191
| +15% | +$170K | 0.01% | 652 |
|
|
2024
Q3 | $1.28M | Buy |
28,735
+22,641
| +372% | +$1.01M | 0.01% | 570 |
|
|
2024
Q2 | $234K | Sell |
6,094
-6,101
| -50% | -$234K | ﹤0.01% | 773 |
|
|
2024
Q1 | $482K | Buy |
+12,195
| New | +$482K | 0.01% | 508 |
|