WhitTier Trust Company’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

WhitTier Trust Company’s Portfolio XLRE Stock Details XLRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$101K	Buy	2,438 +332	+16%	+$13.7K	﹤0.01%	625
2025 Q1	$88.1K	Buy	2,106 +599	+40%	+$25.1K	﹤0.01%	641
2024 Q4	$61.3K	Hold	1,507	–	–	﹤0.01%	701
2024 Q3	$67.3K	Buy	1,507 +150	+11%	+$6.7K	﹤0.01%	693
2024 Q2	$52.1K	Hold	1,357	–	–	﹤0.01%	695
2024 Q1	$53.6K	Hold	1,357	–	–	﹤0.01%	671
2023 Q4	$54.4K	Hold	1,357	–	–	﹤0.01%	665
2023 Q3	$46.2K	Hold	1,357	–	–	﹤0.01%	660
2023 Q2	$51.1K	Hold	1,357	–	–	﹤0.01%	667
2023 Q1	$50.7K	Hold	1,357	–	–	﹤0.01%	661
2022 Q4	$50.1K	Hold	1,357	–	–	﹤0.01%	669
2022 Q3	$49K	Sell	1,357 -69	-5%	-$2.49K	﹤0.01%	671
2022 Q2	$58K	Sell	1,426 -73	-5%	-$2.97K	﹤0.01%	648
2022 Q1	$72K	Buy	1,499 +73	+5%	+$3.51K	﹤0.01%	618
2021 Q4	$74K	Hold	1,426	–	–	﹤0.01%	616
2021 Q3	$63K	Hold	1,426	–	–	﹤0.01%	641
2021 Q2	$63K	Hold	1,426	–	–	﹤0.01%	624
2021 Q1	$56K	Hold	1,426	–	–	﹤0.01%	623
2020 Q4	$52K	Sell	1,426 -1,391	-49%	-$50.7K	﹤0.01%	615
2020 Q3	$99K	Hold	2,817	–	–	0.01%	506
2020 Q2	$98K	Hold	2,817	–	–	0.01%	480
2020 Q1	$87K	Hold	2,817	–	–	0.01%	474
2019 Q4	$109K	Hold	2,817	–	–	0.01%	472
2019 Q3	$111K	Hold	2,817	–	–	0.01%	472
2019 Q2	$104K	Hold	2,817	–	–	0.01%	482
2019 Q1	$102K	Sell	2,817 -83	-3%	-$3.01K	0.01%	477
2018 Q4	$90K	Hold	2,900	–	–	0.01%	480
2018 Q3	$95K	Hold	2,900	–	–	0.01%	507
2018 Q2	$95K	Buy	2,900 +227	+8%	+$7.44K	0.01%	506
2018 Q1	$83K	Buy	2,673 +176	+7%	+$5.47K	0.01%	523
2017 Q4	$82K	Sell	2,497 -41	-2%	-$1.35K	0.01%	505
2017 Q3	$82K	Hold	2,538	–	–	0.01%	468
2017 Q2	$82K	Hold	2,538	–	–	0.01%	463
2017 Q1	$80K	Hold	2,538	–	–	0.01%	466
2016 Q4	$78K	Sell	2,538 -111	-4%	-$3.41K	0.01%	465
2016 Q3	$87K	Buy	+2,649	New	+$87K	0.01%	446