PCWA
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Pacific Capital Wealth Advisors’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio XLRE Stock Details XLRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$288K Hold
6,933
– – 0.05% 65
2025
Q1 		$290K Hold
6,933
– – 0.05% 66
2024
Q4 		$282K Buy
+6,933
New +$282K 0.05% 66