Montag & Associates’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $80.3K | Sell |
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|
2025
Q3 | $96.8K | Sell |
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|
2025
Q2 | $349K | Sell |
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|
2025
Q1 | $362K | Hold |
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|
2024
Q4 | $352K | Buy |
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|
2024
Q3 | $385K | Hold |
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|
2024
Q2 | $331K | Sell |
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|
2024
Q1 | $2.71M | Buy |
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|
2023
Q4 | $2.72M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $672K | Buy |
|