Sequoia Financial Advisors’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 | $472K | Sell |
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|
2025
Q1 | $619K | Sell |
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|
2024
Q4 | $12.5M | Buy |
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|
2024
Q3 | $955K | Sell |
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|
2024
Q2 | $834K | Sell |
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|
2024
Q1 | $935K | Sell |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $1.12M | Sell |
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|
2023
Q2 | $1.42M | Sell |
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|
2023
Q1 | $3.3M | Sell |
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|
2022
Q4 | $5.3M | Buy |
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|
2022
Q3 | $3.79M | Buy |
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|
2022
Q2 | $3.4M | Buy |
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|
2022
Q1 | $1.39M | Buy |
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