MWM
XLRE icon

Modera Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Modera Wealth Management’s Portfolio XLRE Stock Details XLRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-26,120
Closed -$1.05M – 682
2025
Q4 		$1.05M Sell
26,120
-30
-0.1% -$1.24K 0.01% 327
2025
Q3 		$1.1M Hold
26,150
– – 0.01% 326
2025
Q2 		$1.08M Hold
26,150
– – 0.01% 320
2025
Q1 		$1.09M Sell
26,150
-400
-2% -$16.7K 0.01% 312
2024
Q4 		$1.08M Sell
26,550
-134
-0.5% -$5.8K 0.01% 317
2024
Q3 		$1.19M Sell
26,684
-266
-1% -$11.2K 0.02% 287
2024
Q2 		$1.04M Hold
26,950
– – 0.02% 291
2024
Q1 		$1.07M Buy
+26,950
New +$1.05M 0.02% 292

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