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WMG Financial Advisors’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

WMG Financial Advisors’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 		$362K Hold
8,750
– – 0.13% 106
2025
Q1 		$366K Sell
8,750
-1,200
-12% -$50.2K 0.16% 91
2024
Q4 		$405K Buy
+9,950
New +$405K 0.17% 83