Summit Financial’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

Summit Financial’s Portfolio XLRE Stock Details XLRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$761K	Sell
2025 Q1	$3.32M	Buy
2024 Q4	$892K	Buy
2024 Q3	$400K	Buy
2023 Q4	–	Sell
2023 Q3	$626K	Buy
2023 Q2	$626K	Buy
2023 Q1	$532K	Buy