SMART Wealth’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 | – | Sell |
-74,331
| Closed | -$3.11M | – | 197 |
|
|
2025
Q1 | $3.11M | Buy |
74,331
+67,547
| +996% | +$2.83M | 1.11% | 29 |
|
|
2024
Q4 | $276K | Sell |
6,784
-36,742
| -84% | -$1.49M | 0.1% | 126 |
|
|
2024
Q3 | $1.94M | Buy |
+43,526
| New | +$1.94M | 0.76% | 39 |
|
|
2023
Q3 | – | Sell |
-5,420
| Closed | -$204K | – | 87 |
|
|
2023
Q2 | $204K | Buy |
+5,420
| New | +$204K | 0.15% | 78 |
|