Tandem Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Buy |
8,952
+47
| +0.5% | +$1.95K | 0.18% | 37 |
|
|
2025
Q1 | $373K | Buy |
8,905
+1,801
| +25% | +$75.4K | 0.19% | 39 |
|
|
2024
Q4 | $289K | Buy |
7,104
+468
| +7% | +$19K | 0.15% | 49 |
|
|
2024
Q3 | $296K | Buy |
6,636
+23
| +0.3% | +$1.03K | 0.15% | 45 |
|
|
2024
Q2 | $254K | Hold |
6,613
| – | – | 0.14% | 45 |
|
|
2024
Q1 | $261K | Hold |
6,613
| – | – | 0.14% | 47 |
|
|
2023
Q4 | $265K | Hold |
6,613
| – | – | 0.15% | 43 |
|
|
2023
Q3 | $225K | Buy |
+6,613
| New | +$225K | 0.14% | 43 |
|