Waverly Advisors’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

Waverly Advisors’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	$823K	Sell
2025 Q1	$3.59M	Buy
2024 Q2	–	Sell
2024 Q1	$68.5K	Buy