Moneta Group Investment Advisors’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 | $833K | Sell |
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|
2025
Q1 | $868K | Sell |
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|
2024
Q4 | $921K | Buy |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $890K | Buy |
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|
2024
Q1 | $870K | Sell |
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|
2023
Q4 | $921K | Sell |
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|
2023
Q3 | $796K | Buy |
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|
2023
Q2 | $869K | Sell |
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|
2023
Q1 | $885K | Buy |
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|
2022
Q4 | $901K | Buy |
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|
2022
Q3 | $768K | Sell |
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|
2022
Q2 | $899K | Buy |
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|
2022
Q1 | $721K | Sell |
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|
2021
Q4 | $777K | Sell |
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|
2021
Q3 | $680K | Buy |
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|
2021
Q2 | $643K | Buy |
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|
2021
Q1 | $570K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $37K | Buy |
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