Robertson Stephens Wealth Management’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 | $339K | Sell |
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|
2025
Q1 | $691K | Sell |
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|
2024
Q4 | $4.45M | Sell |
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|
2024
Q3 | $9.82M | Buy |
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|
2024
Q2 | $573K | Sell |
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|
2024
Q1 | $651K | Buy |
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|
2023
Q4 | $348K | Sell |
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|
2023
Q3 | $801K | Sell |
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|
2023
Q2 | $889K | Sell |
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|
2023
Q1 | $918K | Sell |
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|
2022
Q4 | $962K | Buy |
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|
2022
Q3 | $536K | Sell |
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|
2022
Q2 | $698K | Buy |
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|
2022
Q1 | $800K | Buy |
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|
2021
Q4 | $791K | Buy |
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|
2021
Q3 | $652K | Buy |
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|
2021
Q2 | $638K | Buy |
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|
2021
Q1 | $456K | Buy |
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|
2020
Q4 | $367K | Buy |
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|
2020
Q3 | $242K | Sell |
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|
2020
Q2 | $502K | Sell |
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|
2020
Q1 | $495K | Buy |
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|
2019
Q4 | $253K | Sell |
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|
2019
Q3 | $278K | Buy |
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