Montag & Associates’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

Montag & Associates’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
2025 Q2	$349K	Sell
2025 Q1	$362K	Hold
2024 Q4	$352K	Buy
2024 Q3	$385K	Hold
2024 Q2	$331K	Sell
2024 Q1	$2.71M	Buy
2023 Q4	$2.72M	Buy
2016 Q4	–	Sell
2016 Q3	$672K	Buy