Whalerock Point Partners’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$265K Hold
2025
Q1
$268K Hold
2024
Q4
$260K Hold
2024
Q3
$286K Hold
2024
Q2
$246K Sell
2024
Q1
$254K Hold
2023
Q4
$258K Sell
2023
Q3
$437K Hold
2023
Q2
$484K Buy
2023
Q1
$478K Hold
2022
Q4
$473K Hold
2022
Q3
$461K Hold
2022
Q2
$523K Hold
2022
Q1
$618K Hold
2021
Q4
$663K Hold
2021
Q3
$569K Hold
2021
Q2
$567K Hold
2021
Q1
$505K Hold
2020
Q4
$468K Buy
2020
Q3
$451K Sell
2020
Q2
$446K Buy