Smith Shellnut Wilson’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

Smith Shellnut Wilson’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	$219K	Hold
2024 Q4	$212K	Sell
2024 Q3	$235K	Buy
2022 Q4	–	Sell
2022 Q3	$303K	Sell
2022 Q2	$356K	Buy
2022 Q1	$302K	Buy
2021 Q4	$305K	Buy
2021 Q3	$221K	Buy