Modera 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
Q3
$1.1M Hold
2025
Q2
$1.08M Hold
2025
Q1
$1.09M Sell
2024
Q4
$1.08M Sell
2024
Q3
$1.19M Sell
2024
Q2
$1.04M Hold
2024
Q1
$1.07M Buy