TWM
XLRE icon

Tanglewood Wealth Management’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$598K Buy
+14,433
New +$598K 0.06% 30
2024
Q4
Sell
-242,139
Closed -$10.8M 38
2024
Q3
$10.8M Buy
+242,139
New +$10.8M 1.25% 16