KL
KWMG LLC’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $321K | Buy |
+7,747
| New | +$321K | 0.03% | 133 |
|
2024
Q1 | – | Sell |
-6,445
| Closed | -$258K | – | 137 |
|
2023
Q4 | $258K | Buy |
+6,445
| New | +$258K | 0.03% | 130 |
|
2022
Q4 | – | Sell |
-5,704
| Closed | -$205K | – | 143 |
|
2022
Q3 | $205K | Buy |
5,704
+92
| +2% | +$3.31K | 0.03% | 137 |
|
2022
Q2 | $229K | Buy |
+5,612
| New | +$229K | 0.03% | 134 |
|