Zullo Investment Group’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
$1.06M Sell
25,623
-691
-3% -$28.6K 0.43% 52
2025
Q1
$1.1M Sell
26,314
-539
-2% -$22.6K 0.47% 53
2024
Q4
$1.09M Sell
26,853
-865
-3% -$35.2K 0.44% 53
2024
Q3
$1.24M Sell
27,718
-214
-0.8% -$9.56K 0.51% 48
2024
Q2
$1.07M Sell
27,932
-604
-2% -$23.2K 0.47% 54
2024
Q1
$1.13M Buy
28,536
+649
+2% +$25.7K 0.53% 48
2023
Q4
$1.12M Sell
27,887
-722
-3% -$28.9K 0.57% 45
2023
Q3
$975K Buy
28,609
+2,582
+10% +$88K 0.57% 45
2023
Q2
$981K Buy
26,027
+188
+0.7% +$7.09K 0.56% 45
2023
Q1
$966K Buy
25,839
+639
+3% +$23.9K 0.6% 43
2022
Q4
$931K Buy
25,200
+1,810
+8% +$66.8K 0.57% 42
2022
Q3
$842K Buy
23,390
+2,422
+12% +$87.2K 0.54% 43
2022
Q2
$857K Buy
20,968
+2,208
+12% +$90.2K 0.54% 44
2022
Q1
$906K Buy
18,760
+1,104
+6% +$53.3K 0.47% 49
2021
Q4
$915K Buy
+17,656
New +$915K 0.47% 52