ORG Wealth Partners’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
$121K Hold
2,893
0.03% 219
2025
Q1
$121K Hold
2,893
0.04% 234
2024
Q4
$118K Hold
2,893
0.04% 158
2024
Q3
$129K Buy
+2,893
New +$129K 0.04% 156