Waverly Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Waverly Advisors’s Portfolio XLRE Stock Details XLRE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.32M	Buy
2025 Q2	$823K	Sell
2025 Q1	$3.59M	Buy
2024 Q2	–	Sell
2024 Q1	$68.5K	Buy