Northwestern Mutual 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 | $468K | Buy |
11,295
+114
| +1% | +$4.72K | ﹤0.01% | 1411 |
|
2025
Q1 | $468K | Sell |
11,181
-160
| -1% | -$6.7K | ﹤0.01% | 1358 |
|
2024
Q4 | $461K | Buy |
11,341
+9,243
| +441% | +$376K | ﹤0.01% | 1359 |
|
2024
Q3 | $93.7K | Buy |
2,098
+1,233
| +143% | +$55.1K | ﹤0.01% | 1916 |
|
2024
Q2 | $33.2K | Buy |
865
+150
| +21% | +$5.76K | ﹤0.01% | 2232 |
|
2024
Q1 | $28.3K | Buy |
715
+471
| +193% | +$18.6K | ﹤0.01% | 2295 |
|
2023
Q4 | $9.78K | Sell |
244
-97
| -28% | -$3.89K | ﹤0.01% | 2645 |
|
2023
Q3 | $11.6K | Buy |
341
+146
| +75% | +$4.98K | ﹤0.01% | 2492 |
|
2023
Q2 | $7.35K | Sell |
195
-252
| -56% | -$9.5K | ﹤0.01% | 2662 |
|
2023
Q1 | $16.7K | Sell |
447
-345
| -44% | -$12.9K | ﹤0.01% | 2328 |
|
2022
Q4 | $29.2K | Sell |
792
-867
| -52% | -$32K | ﹤0.01% | 2108 |
|
2022
Q3 | $60K | Sell |
1,659
-704
| -30% | -$25.5K | ﹤0.01% | 1842 |
|
2022
Q2 | $96K | Buy |
2,363
+877
| +59% | +$35.6K | ﹤0.01% | 1669 |
|
2022
Q1 | $72K | Buy |
1,486
+495
| +50% | +$24K | ﹤0.01% | 1843 |
|
2021
Q4 | $51K | Sell |
991
-307
| -24% | -$15.8K | ﹤0.01% | 1977 |
|
2021
Q3 | $58K | Buy |
1,298
+324
| +33% | +$14.5K | ﹤0.01% | 1847 |
|
2021
Q2 | $43K | Buy |
974
+156
| +19% | +$6.89K | ﹤0.01% | 1910 |
|
2021
Q1 | $32K | Sell |
818
-934
| -53% | -$36.5K | ﹤0.01% | 1891 |
|
2020
Q4 | $64K | Sell |
1,752
-244
| -12% | -$8.91K | ﹤0.01% | 1572 |
|
2020
Q3 | $70K | Buy |
1,996
+1,742
| +686% | +$61.1K | ﹤0.01% | 1401 |
|
2020
Q2 | $8K | Sell |
254
-9,592
| -97% | -$302K | ﹤0.01% | 1980 |
|
2020
Q1 | $305K | Sell |
9,846
-2,148
| -18% | -$66.5K | ﹤0.01% | 769 |
|
2019
Q4 | $464K | Buy |
11,994
+2,077
| +21% | +$80.4K | ﹤0.01% | 702 |
|
2019
Q3 | $390K | Buy |
9,917
+23
| +0.2% | +$905 | ﹤0.01% | 692 |
|
2019
Q2 | $364K | Buy |
9,894
+161
| +2% | +$5.92K | ﹤0.01% | 717 |
|
2019
Q1 | $353K | Sell |
9,733
-370
| -4% | -$13.4K | ﹤0.01% | 701 |
|
2018
Q4 | $313K | Sell |
10,103
-96
| -0.9% | -$2.97K | ﹤0.01% | 678 |
|
2018
Q3 | $333K | Buy |
10,199
+345
| +4% | +$11.3K | ﹤0.01% | 669 |
|
2018
Q2 | $322K | Buy |
9,854
+1,209
| +14% | +$39.5K | ﹤0.01% | 640 |
|
2018
Q1 | $269K | Sell |
8,645
-920
| -10% | -$28.6K | ﹤0.01% | 666 |
|
2017
Q4 | $315K | Sell |
9,565
-1,995
| -17% | -$65.7K | ﹤0.01% | 612 |
|
2017
Q3 | $373K | Sell |
11,560
-235
| -2% | -$7.58K | ﹤0.01% | 538 |
|
2017
Q2 | $380K | Sell |
11,795
-29
| -0.2% | -$934 | ﹤0.01% | 534 |
|
2017
Q1 | $374K | Buy |
11,824
+1,871
| +19% | +$59.2K | ﹤0.01% | 515 |
|
2016
Q4 | $306K | Buy |
+9,953
| New | +$306K | ﹤0.01% | 557 |
|