Wealthspire Advisors (New York)’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 | $627K | Sell |
15,142
-2,595
| -15% | -$107K | ﹤0.01% | 482 |
|
|
2025
Q1 | $742K | Sell |
17,737
-12,837
| -42% | -$537K | ﹤0.01% | 443 |
|
|
2024
Q4 | $1.24M | Sell |
30,574
-4,773
| -14% | -$194K | 0.01% | 329 |
|
|
2024
Q3 | $1.58M | Sell |
35,347
-10,869
| -24% | -$486K | 0.02% | 287 |
|
|
2024
Q2 | $1.78M | Sell |
46,216
-55,279
| -54% | -$2.12M | 0.02% | 223 |
|
|
2024
Q1 | $4.01M | Sell |
101,495
-21,867
| -18% | -$864K | 0.05% | 127 |
|
|
2023
Q4 | $4.94M | Buy |
+123,362
| New | +$4.94M | 0.07% | 113 |
|
|
2020
Q4 | – | Sell |
-6,112
| Closed | -$216K | – | 596 |
|
|
2020
Q3 | $216K | Buy |
+6,112
| New | +$216K | 0.01% | 287 |
|
|
2019
Q1 | – | Sell |
-85
| Closed | -$3K | – | 817 |
|
|
2018
Q4 | $3K | Buy |
+85
| New | +$3K | ﹤0.01% | 727 |
|