Spruce 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
2017
Q4
Sell
-3,299
Closed -$106K 33
2017
Q3
$106K Hold
3,299
0.2% 26
2017
Q2
$106K Sell
3,299
-12,039
-78% -$387K 0.19% 31
2017
Q1
$485K Buy
15,338
+12,079
+371% +$382K 0.56% 34
2016
Q4
$100K Buy
+3,259
New +$100K 0.08% 30