OneDigital 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
$3.65M Sell
2025
Q1
$3.71M Sell
2024
Q4
$3.72M Buy
2024
Q3
$4.08M Sell
2024
Q2
$3.66M Buy
2023
Q1
Sell
2022
Q4
$774K Buy
2019
Q3
Sell
2019
Q2
$43K Buy
2019
Q1
$42K Buy
2018
Q4
$35K Buy
2018
Q3
Sell
2018
Q2
$3K Hold
2018
Q1
$3K Hold
2017
Q4
$3K Buy
2017
Q3
Sell
2017
Q2
$3K Buy