Sheets Smith Wealth Management’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

Sheets Smith Wealth Management’s Portfolio XLRE Stock Details XLRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$828K	Sell
2024 Q4	$805K	Hold
2024 Q3	$885K	Hold
2024 Q2	$761K	Buy
2024 Q1	$774K	Buy
2023 Q4	$733K	Sell
2023 Q3	$674K	Buy
2023 Q2	$604K	Buy
2023 Q1	$567K	Hold
2022 Q4	$560K	Buy