RTD Financial Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-15,134	Closed	-$633K	–	122
2025 Q1	$633K	Sell	15,134 -16,787	-53%	-$699K	0.09%	76
2024 Q4	$1.3M	Sell	31,921 -77,892	-71%	-$3.37M	0.17%	59
2024 Q3	$4.91M	Sell	109,813 -39,027	-26%	-$1.64M	0.62%	37
2024 Q2	$5.72M	Sell	148,840 -3,221	-2%	-$121K	0.77%	34
2024 Q1	$6.01M	Sell	152,061 -1,361	-0.9%	-$52.9K	0.81%	34
2023 Q4	$6.15M	Buy	153,422 +63,340	+70%	+$2.27M	0.86%	33
2023 Q3	$3.07M	Buy	90,082 +29,915	+50%	+$1.11M	0.47%	42
2023 Q2	$2.27M	Sell	60,167 -1,746	-3%	-$64.4K	0.33%	48
2023 Q1	$2.31M	Buy	61,913 +29,933	+94%	+$1.15M	0.36%	45
2022 Q4	$1.18M	Buy	31,980 +4,607	+17%	+$170K	0.19%	54
2022 Q3	$986K	Sell	27,373 -374	-1%	-$15.7K	0.18%	54
2022 Q2	$1.13M	Buy	27,747 +6,941	+33%	+$310K	0.17%	58
2022 Q1	$1M	Buy	20,806 +273	+1%	+$12.8K	0.14%	62
2021 Q4	$1.06M	Buy	+20,533	New	+$988K	0.14%	63