Sequoia Financial Advisors’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 | $472K | Sell |
11,405
-3,377
| -23% | -$140K | ﹤0.01% | 1015 |
|
|
2025
Q1 | $619K | Sell |
14,782
-293,183
| -95% | -$12.3M | ﹤0.01% | 774 |
|
|
2024
Q4 | $12.5M | Buy |
307,965
+286,581
| +1,340% | +$11.7M | 0.12% | 149 |
|
|
2024
Q3 | $955K | Sell |
21,384
-317
| -1% | -$14.2K | 0.01% | 557 |
|
|
2024
Q2 | $834K | Sell |
21,701
-1,942
| -8% | -$74.6K | 0.01% | 527 |
|
|
2024
Q1 | $935K | Sell |
23,643
-1,482
| -6% | -$58.6K | 0.01% | 490 |
|
|
2023
Q4 | $1.01M | Sell |
25,125
-7,658
| -23% | -$307K | 0.01% | 521 |
|
|
2023
Q3 | $1.12M | Sell |
32,783
-4,939
| -13% | -$168K | 0.02% | 313 |
|
|
2023
Q2 | $1.42M | Sell |
37,722
-50,692
| -57% | -$1.91M | 0.02% | 288 |
|
|
2023
Q1 | $3.3M | Sell |
88,414
-55,052
| -38% | -$2.06M | 0.07% | 169 |
|
|
2022
Q4 | $5.3M | Buy |
143,466
+38,244
| +36% | +$1.41M | 0.13% | 133 |
|
|
2022
Q3 | $3.79M | Buy |
105,222
+21,929
| +26% | +$790K | 0.12% | 132 |
|
|
2022
Q2 | $3.4M | Buy |
83,293
+54,545
| +190% | +$2.23M | 0.1% | 141 |
|
|
2022
Q1 | $1.39M | Buy |
+28,748
| New | +$1.39M | 0.03% | 221 |
|