Wealth Enhancement Advisory Services’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 | $24.9M | Buy |
594,791
+7,915
| +1% | +$331K | 0.04% | 367 |
|
|
2025
Q1 | $24.6M | Buy |
586,876
+14,673
| +3% | +$614K | 0.05% | 344 |
|
|
2024
Q4 | $23.3M | Buy |
572,203
+93,783
| +20% | +$3.81M | 0.04% | 344 |
|
|
2024
Q3 | $21.4M | Buy |
478,420
+149,070
| +45% | +$6.66M | 0.05% | 338 |
|
|
2024
Q2 | $12.7M | Buy |
329,350
+76,703
| +30% | +$2.95M | 0.03% | 421 |
|
|
2024
Q1 | $9.99M | Sell |
252,647
-56,043
| -18% | -$2.22M | 0.03% | 475 |
|
|
2023
Q4 | $12.4M | Sell |
308,690
-83,993
| -21% | -$3.36M | 0.04% | 383 |
|
|
2023
Q3 | $13.4M | Buy |
+392,683
| New | +$13.4M | 0.04% | 349 |
|
|
2023
Q2 | – | Sell |
-26,793
| Closed | -$1M | – | 573 |
|
|
2023
Q1 | $1M | Buy |
26,793
+18,185
| +211% | +$680K | 0.01% | 303 |
|
|
2022
Q4 | $343K | Buy |
8,608
+179
| +2% | +$7.14K | ﹤0.01% | 289 |
|
|
2022
Q3 | $291K | Sell |
8,429
-164,242
| -95% | -$5.67M | ﹤0.01% | 298 |
|
|
2022
Q2 | $7.12M | Buy |
172,671
+167,495
| +3,236% | +$6.91M | 0.1% | 103 |
|
|
2022
Q1 | $254K | Buy |
+5,176
| New | +$254K | ﹤0.01% | 295 |
|