Summit Financial’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 | $761K | Sell |
18,363
-61,023
| -77% | -$2.53M | 0.02% | 473 |
|
|
2025
Q1 | $3.32M | Buy |
79,386
+57,457
| +262% | +$2.4M | 0.09% | 187 |
|
|
2024
Q4 | $892K | Buy |
21,929
+12,983
| +145% | +$528K | 0.03% | 335 |
|
|
2024
Q3 | $400K | Buy |
+8,946
| New | +$400K | 0.02% | 411 |
|
|
2023
Q4 | – | Sell |
-18,381
| Closed | -$626K | – | 368 |
|
|
2023
Q3 | $626K | Buy |
18,381
+1,759
| +11% | +$59.9K | 0.05% | 214 |
|
|
2023
Q2 | $626K | Buy |
16,622
+2,391
| +17% | +$90.1K | 0.05% | 207 |
|
|
2023
Q1 | $532K | Buy |
+14,231
| New | +$532K | 0.05% | 166 |
|