Legacy Capital Group California’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
Sell
-49,374
Closed -$2.07M 356
2025
Q1
$2.07M Buy
49,374
+4,509
+10% +$189K 0.72% 21
2024
Q4
$1.82M Buy
+44,865
New +$1.82M 0.56% 30
2024
Q3
Sell
-47,893
Closed -$1.84M 355
2024
Q2
$1.84M Sell
47,893
-997
-2% -$38.3K 0.66% 30
2024
Q1
$1.93M Buy
+48,890
New +$1.93M 0.71% 23