Spire Wealth Management’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 | $2.12M | Sell |
51,331
-14,410
| -22% | -$595K | 0.08% | 215 |
|
|
2025
Q1 | $2.75M | Sell |
65,741
-36,071
| -35% | -$1.51M | 0.09% | 222 |
|
|
2024
Q4 | $4.14M | Buy |
101,812
+2,677
| +3% | +$109K | 0.13% | 145 |
|
|
2024
Q3 | $4.43M | Sell |
99,135
-14,319
| -13% | -$640K | 0.15% | 127 |
|
|
2024
Q2 | $4.35M | Sell |
113,454
-3,699
| -3% | -$142K | 0.15% | 139 |
|
|
2024
Q1 | $12.2M | Sell |
117,153
-851
| -0.7% | -$88.4K | 0.22% | 85 |
|
|
2023
Q4 | $4.57M | Buy |
118,004
+12,712
| +12% | +$492K | 0.15% | 153 |
|
|
2023
Q3 | $3.59M | Buy |
105,292
+14,624
| +16% | +$498K | 0.14% | 168 |
|
|
2023
Q2 | $3.42M | Buy |
90,668
+17,069
| +23% | +$643K | 0.13% | 162 |
|
|
2023
Q1 | $2.75M | Buy |
73,599
+71,728
| +3,834% | +$2.68M | 0.11% | 186 |
|
|
2022
Q4 | $69K | Buy |
1,871
+16
| +0.9% | +$590 | ﹤0.01% | 878 |
|
|
2022
Q3 | $67K | Sell |
1,855
-567
| -23% | -$20.5K | ﹤0.01% | 853 |
|
|
2022
Q2 | $99K | Sell |
2,422
-1,716
| -41% | -$70.1K | ﹤0.01% | 1041 |
|
|
2022
Q1 | $200K | Sell |
4,138
-1,328
| -24% | -$64.2K | 0.01% | 904 |
|
|
2021
Q4 | $283K | Buy |
5,466
+1,718
| +46% | +$88.9K | 0.01% | 935 |
|
|
2021
Q3 | $167K | Sell |
3,748
-197
| -5% | -$8.78K | ﹤0.01% | 992 |
|
|
2021
Q2 | $175K | Sell |
3,945
-146
| -4% | -$6.48K | ﹤0.01% | 980 |
|
|
2021
Q1 | $162K | Buy |
+4,091
| New | +$162K | ﹤0.01% | 1161 |
|