Marcum Wealth’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
2024
Q4
Sell
-7,501
Closed -$335K 435
2024
Q3
$335K Buy
+7,501
New +$335K 0.03% 260