Wealth Advisors of Tampa Bay’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 | $1.03M | Buy |
24,778
+500
| +2% | +$20.7K | 0.39% | 63 |
|
|
2025
Q1 | $1.02M | Sell |
24,278
-505
| -2% | -$21.1K | 0.41% | 61 |
|
|
2024
Q4 | $1.01M | Sell |
24,783
-630
| -2% | -$25.6K | 0.43% | 59 |
|
|
2024
Q3 | $1.14M | Sell |
25,413
-325
| -1% | -$14.5K | 0.47% | 61 |
|
|
2024
Q2 | $989K | Sell |
25,738
-51,593
| -67% | -$1.98M | 0.46% | 60 |
|
|
2024
Q1 | $3.06M | Buy |
77,331
+285
| +0.4% | +$11.3K | 1.45% | 31 |
|
|
2023
Q4 | $3.09M | Sell |
77,046
-85,282
| -53% | -$3.42M | 1.55% | 29 |
|
|
2023
Q3 | $5.53M | Buy |
162,328
+81,934
| +102% | +$2.79M | 1.52% | 30 |
|
|
2023
Q2 | $3.03M | Sell |
80,394
-270
| -0.3% | -$10.2K | 1.66% | 27 |
|
|
2023
Q1 | $3.02M | Buy |
80,664
+389
| +0.5% | +$14.5K | 1.73% | 28 |
|
|
2022
Q4 | $2.96M | Buy |
80,275
+3,940
| +5% | +$146K | 1.84% | 25 |
|
|
2022
Q3 | $2.75M | Sell |
76,335
-75,775
| -50% | -$2.73M | 1.88% | 21 |
|
|
2022
Q2 | $6.22M | Buy |
152,110
+4,780
| +3% | +$195K | 1.92% | 23 |
|
|
2022
Q1 | $7.12M | Buy |
147,330
+2,960
| +2% | +$143K | 1.93% | 19 |
|
|
2021
Q4 | $7.48M | Buy |
144,370
+74,260
| +106% | +$3.85M | 1.83% | 17 |
|
|
2021
Q3 | $3.12M | Buy |
70,110
+1,550
| +2% | +$68.9K | 1.72% | 23 |
|
|
2021
Q2 | $3.04M | Buy |
68,560
+15,165
| +28% | +$672K | 1.69% | 24 |
|
|
2021
Q1 | $2.11M | Buy |
+53,395
| New | +$2.11M | 1.25% | 40 |
|