Liberty Square Wealth 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
$681K Sell
16,429
-37
-0.2% -$1.53K 0.24% 62
2025
Q1
$689K Sell
16,466
-372
-2% -$15.6K 0.26% 63
2024
Q4
$708K Buy
+16,838
New +$708K 0.26% 61