Okabena Investment Services’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 | $417K | Buy |
10,062
+241
| +2% | +$9.98K | 0.09% | 112 |
|
|
2025
Q1 | $411K | Buy |
9,821
+61
| +0.6% | +$2.55K | 0.1% | 105 |
|
|
2024
Q4 | $397K | Buy |
9,760
+644
| +7% | +$26.2K | 0.11% | 101 |
|
|
2024
Q3 | $407K | Hold |
9,116
| – | – | 0.11% | 94 |
|
|
2024
Q2 | $350K | Hold |
9,116
| – | – | 0.11% | 98 |
|
|
2024
Q1 | $360K | Hold |
9,116
| – | – | 0.12% | 92 |
|
|
2023
Q4 | $365K | Buy |
+9,116
| New | +$365K | 0.14% | 89 |
|