MGB Wealth Management’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$348K Buy
2025
Q1
$352K Sell
2024
Q4
$344K Hold
2024
Q3
$377K Hold
2024
Q2
$338K Hold
2024
Q1
$334K Hold
2023
Q4
$339K Buy