SSWM
Sheets Smith Wealth Management’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19,778
| Closed | -$828K | – | 410 |
|
|
2025
Q1 | $828K | Sell |
19,778
-24
| -0.1% | -$1K | 0.1% | 181 |
|
|
2024
Q4 | $805K | Hold |
19,802
| – | – | 0.1% | 184 |
|
|
2024
Q3 | $885K | Hold |
19,802
| – | – | 0.11% | 170 |
|
|
2024
Q2 | $761K | Buy |
19,802
+231
| +1% | +$8.87K | 0.09% | 180 |
|
|
2024
Q1 | $774K | Buy |
19,571
+1,274
| +7% | +$50.4K | 0.09% | 186 |
|
|
2023
Q4 | $733K | Sell |
18,297
-1,487
| -8% | -$59.6K | 0.1% | 168 |
|
|
2023
Q3 | $674K | Buy |
19,784
+3,763
| +23% | +$128K | 0.1% | 170 |
|
|
2023
Q2 | $604K | Buy |
16,021
+856
| +6% | +$32.3K | 0.09% | 189 |
|
|
2023
Q1 | $567K | Hold |
15,165
| – | – | 0.09% | 184 |
|
|
2022
Q4 | $560K | Buy |
+15,165
| New | +$560K | 0.09% | 183 |
|