Landmark Wealth Management (Illinois)’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
$201K Sell
4,849
-20,005
-80% -$829K 0.09% 43
2025
Q1
$1.04M Sell
24,854
-74,971
-75% -$3.14M 0.5% 32
2024
Q4
$4.06M Sell
99,825
-8,748
-8% -$356K 1.98% 17
2024
Q3
$4.85M Buy
108,573
+2,627
+2% +$117K 2.42% 13
2024
Q2
$4.07M Buy
+105,946
New +$4.07M 2.24% 14