Steward Partners Investment Advisory’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Buy |
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|
2025
Q1 | $698K | Sell |
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|
2024
Q4 | $925K | Sell |
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|
2024
Q3 | $11M | Buy |
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|
2024
Q2 | $589K | Sell |
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|
2024
Q1 | $724K | Sell |
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|
2023
Q4 | $761K | Sell |
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|
2023
Q3 | $692K | Sell |
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|
2023
Q2 | $827K | Sell |
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|
2023
Q1 | $854K | Buy |
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|
2022
Q4 | $770K | Buy |
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|
2022
Q3 | $732K | Buy |
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|
2022
Q2 | $828K | Sell |
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|
2022
Q1 | $3.06M | Buy |
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|
2021
Q4 | $441K | Buy |
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|
2021
Q3 | $255K | Buy |
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|
2021
Q2 | $189K | Sell |
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|
2021
Q1 | $217K | Buy |
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|
2020
Q4 | $183K | Sell |
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|
2020
Q3 | $176K | Sell |
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|
2020
Q2 | $183K | Sell |
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|
2020
Q1 | $1.7M | Sell |
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|
2019
Q4 | $3.59M | Sell |
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|
2019
Q3 | $7.5M | Buy |
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|
2019
Q2 | $4.3M | Buy |
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|
2019
Q1 | $4.03M | Buy |
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|
2018
Q4 | $3.4M | Buy |
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|
2018
Q3 | $100K | Sell |
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|
2018
Q2 | $115K | Sell |
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|
2018
Q1 | $327K | Sell |
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|
2017
Q4 | $364K | Sell |
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|
2017
Q3 | $417K | Sell |
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|
2017
Q2 | $440K | Buy |
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|
2017
Q1 | $44K | Buy |
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|
2016
Q4 | $22K | Buy |
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