Modera 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 | $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% | -$5.45K | 0.01% | 316 |
|
|
2024
Q3 | $1.19M | Sell |
26,684
-266
| -1% | -$11.9K | 0.02% | 287 |
|
|
2024
Q2 | $1.04M | Hold |
26,950
| – | – | 0.02% | 291 |
|
|
2024
Q1 | $1.07M | Buy |
+26,950
| New | +$1.07M | 0.02% | 292 |
|