Soltis Investment Advisors’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 | $284K | Sell |
6,863
-10,795
| -61% | -$447K | 0.02% | 332 |
|
|
2025
Q1 | $739K | Sell |
17,658
-2,647
| -13% | -$111K | 0.07% | 195 |
|
|
2024
Q4 | $826K | Buy |
20,305
+11,356
| +127% | +$462K | 0.08% | 183 |
|
|
2024
Q3 | $400K | Sell |
8,949
-1,583
| -15% | -$70.7K | 0.04% | 246 |
|
|
2024
Q2 | $405K | Sell |
10,532
-3,377
| -24% | -$130K | 0.04% | 229 |
|
|
2024
Q1 | $550K | Buy |
13,909
+2,105
| +18% | +$83.2K | 0.06% | 196 |
|
|
2023
Q4 | $473K | Buy |
+11,804
| New | +$473K | 0.05% | 191 |
|