Waverly 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	$823K	Sell	19,865 -65,972	-77%	-$2.73M	0.01%	663
2025 Q1	$3.59M	Buy	+85,837	New	+$3.59M	0.04%	351
2024 Q2	–	Sell	-1,733	Closed	-$68.5K	–	826
2024 Q1	$68.5K	Buy	+1,733	New	+$68.5K	﹤0.01%	681