SWA
SOA Wealth Advisors’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 | $65.8K | Buy |
1,588
+12
| +0.8% | +$497 | 0.01% | 321 |
|
|
2025
Q1 | $66K | Sell |
1,576
-14
| -0.9% | -$586 | 0.01% | 302 |
|
|
2024
Q4 | $64.7K | Sell |
1,590
-24
| -1% | -$976 | 0.01% | 299 |
|
|
2024
Q3 | $72.1K | Buy |
1,614
+9
| +0.6% | +$402 | 0.01% | 273 |
|
|
2024
Q2 | $61.6K | Sell |
1,605
-81
| -5% | -$3.11K | 0.01% | 286 |
|
|
2024
Q1 | $66.7K | Buy |
1,686
+9
| +0.5% | +$356 | 0.01% | 278 |
|
|
2023
Q4 | $67.2K | Buy |
1,677
+14
| +0.8% | +$561 | 0.02% | 271 |
|
|
2023
Q3 | $56.7K | Sell |
1,663
-222
| -12% | -$7.56K | 0.01% | 271 |
|
|
2023
Q2 | $71K | Sell |
1,885
-233
| -11% | -$8.78K | 0.02% | 259 |
|
|
2023
Q1 | $79.2K | Buy |
2,118
+13
| +0.6% | +$486 | 0.02% | 243 |
|
|
2022
Q4 | $77.8K | Buy |
2,105
+19
| +0.9% | +$702 | 0.02% | 238 |
|
|
2022
Q3 | $75K | Buy |
2,086
+16
| +0.8% | +$575 | 0.02% | 227 |
|
|
2022
Q2 | $84K | Buy |
2,070
+13
| +0.6% | +$528 | 0.02% | 219 |
|
|
2022
Q1 | $99K | Buy |
2,057
+9
| +0.4% | +$433 | 0.02% | 228 |
|
|
2021
Q4 | $105K | Buy |
2,048
+14
| +0.7% | +$718 | 0.03% | 209 |
|
|
2021
Q3 | $90K | Buy |
2,034
+9
| +0.4% | +$398 | 0.02% | 234 |
|
|
2021
Q2 | $89K | Buy |
2,025
+10
| +0.5% | +$440 | 0.02% | 233 |
|
|
2021
Q1 | $79K | Buy |
2,015
+16
| +0.8% | +$627 | 0.02% | 222 |
|
|
2020
Q4 | $76K | Buy |
+1,999
| New | +$76K | 0.02% | 221 |
|