MGB Wealth Management’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 | $348K | Buy |
8,406
+6
| +0.1% | +$249 | 0.11% | 159 |
|
|
2025
Q1 | $352K | Sell |
8,400
-50
| -0.6% | -$2.09K | 0.13% | 155 |
|
|
2024
Q4 | $344K | Hold |
8,450
| – | – | 0.11% | 148 |
|
|
2024
Q3 | $377K | Hold |
8,450
| – | – | 0.14% | 138 |
|
|
2024
Q2 | $338K | Hold |
8,450
| – | – | 0.13% | 144 |
|
|
2024
Q1 | $334K | Hold |
8,450
| – | – | 0.14% | 147 |
|
|
2023
Q4 | $339K | Buy |
+8,450
| New | +$339K | 0.17% | 138 |
|