Modern 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 | $19.4M | Sell |
468,214
-145,080
| -24% | -$6.01M | 0.48% | 49 |
|
|
2025
Q1 | $25.7M | Sell |
613,294
-10,311
| -2% | -$432K | 0.82% | 25 |
|
|
2024
Q4 | $25.4M | Buy |
623,605
+616,602
| +8,805% | +$25.1M | 0.95% | 26 |
|
|
2024
Q3 | $313K | Buy |
7,003
+1
| +0% | +$45 | 0.02% | 335 |
|
|
2024
Q2 | $269K | Buy |
7,002
+2
| +0% | +$77 | 0.02% | 328 |
|
|
2024
Q1 | $277K | Sell |
7,000
-208
| -3% | -$8.22K | 0.03% | 248 |
|
|
2023
Q4 | $289K | Buy |
+7,208
| New | +$289K | 0.04% | 149 |
|