WBH Advisory’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 | $2.17M | Sell |
52,329
-2,077
| -4% | -$86K | 0.18% | 95 |
|
|
2025
Q1 | $2.28M | Sell |
54,406
-1,496
| -3% | -$62.6K | 0.21% | 82 |
|
|
2024
Q4 | $2.27M | Sell |
55,902
-1,260
| -2% | -$51.2K | 0.21% | 81 |
|
|
2024
Q3 | $2.55M | Buy |
57,162
+13
| +0% | +$581 | 0.24% | 73 |
|
|
2024
Q2 | $2.2M | Buy |
57,149
+266
| +0.5% | +$10.2K | 0.22% | 79 |
|
|
2024
Q1 | $2.25M | Buy |
56,883
+1,090
| +2% | +$43.1K | 0.23% | 80 |
|
|
2023
Q4 | $2.24M | Sell |
55,793
-16,280
| -23% | -$652K | 0.25% | 75 |
|
|
2023
Q3 | $2.46M | Buy |
72,073
+3,546
| +5% | +$121K | 0.3% | 70 |
|
|
2023
Q2 | $2.58M | Sell |
68,527
-470
| -0.7% | -$17.7K | 0.31% | 69 |
|
|
2023
Q1 | $2.58M | Buy |
+68,997
| New | +$2.58M | 0.32% | 74 |
|
|
2022
Q3 | $2.55M | Buy |
70,909
+7,205
| +11% | +$259K | 0.37% | 66 |
|
|
2022
Q2 | $2.63M | Sell |
63,704
-8,650
| -12% | -$357K | 0.35% | 67 |
|
|
2022
Q1 | $3.54M | Buy |
72,354
+796
| +1% | +$39K | 0.43% | 56 |
|
|
2021
Q4 | $3.71M | Buy |
71,558
+2,330
| +3% | +$121K | 0.42% | 57 |
|
|
2021
Q3 | $3.08M | Sell |
69,228
-1,590
| -2% | -$70.7K | 0.41% | 52 |
|
|
2021
Q2 | $3.28M | Buy |
70,818
+1,588
| +2% | +$73.5K | 0.48% | 50 |
|
|
2021
Q1 | $2.73M | Sell |
69,230
-187
| -0.3% | -$7.39K | 0.44% | 53 |
|
|
2020
Q4 | $2.56M | Buy |
69,417
+104
| +0.2% | +$3.83K | 0.44% | 51 |
|
|
2020
Q3 | $2.45M | Buy |
69,313
+2,463
| +4% | +$86.9K | 0.49% | 46 |
|
|
2020
Q2 | $2.33M | Buy |
66,850
+5,897
| +10% | +$205K | 0.56% | 45 |
|
|
2020
Q1 | $1.89K | Sell |
60,953
-4,036
| -6% | -$125 | 0.44% | 48 |
|
|
2019
Q4 | $2.51M | Buy |
64,989
+1,317
| +2% | +$50.9K | 0.51% | 42 |
|
|
2019
Q3 | $2.5M | Buy |
63,672
+3,598
| +6% | +$141K | 0.56% | 42 |
|
|
2019
Q2 | $2.21M | Buy |
60,074
+620
| +1% | +$22.8K | 0.51% | 47 |
|
|
2019
Q1 | $2.15M | Buy |
59,454
+1,442
| +2% | +$52.2K | 0.51% | 48 |
|
|
2018
Q4 | $1.8K | Buy |
58,012
+2,417
| +4% | +$75 | 0.44% | 53 |
|
|
2018
Q3 | $1.81M | Buy |
55,595
+1,115
| +2% | +$36.3K | 0.44% | 53 |
|
|
2018
Q2 | $1.78M | Buy |
54,480
+394
| +0.7% | +$12.9K | 0.46% | 50 |
|
|
2018
Q1 | $1.68M | Buy |
54,086
+8,565
| +19% | +$266K | 0.46% | 50 |
|
|
2017
Q4 | $1.5M | Buy |
45,521
+1,901
| +4% | +$62.6K | 0.4% | 61 |
|
|
2017
Q3 | $1.41M | Buy |
43,620
+1,025
| +2% | +$33K | 0.39% | 65 |
|
|
2017
Q2 | $1.37M | Buy |
42,595
+1,035
| +2% | +$33.3K | 0.38% | 62 |
|
|
2017
Q1 | $1.31M | Buy |
41,560
+17,697
| +74% | +$559K | 0.39% | 59 |
|
|
2016
Q4 | $733K | Sell |
23,863
-14,932
| -38% | -$459K | 0.24% | 92 |
|
|
2016
Q3 | $1.27M | Buy |
+38,795
| New | +$1.27M | 0.43% | 55 |
|