AAFMAA Wealth Management & Trust LLC XLRE Holdings History
AAFMAA Wealth Management & Trust LLC's Real Estate Select Sector SPDR Fund (The) Holding Summary
As of 2025-03-31, AAFMAA Wealth Management & Trust LLC held 53,239.00 shares of Real Estate Select Sector SPDR Fund (The)(XLRE), totaling $2.23 Mil. This investment constitutes 1.01% of their stock portfolio, and AAFMAA Wealth Management & Trust LLC now holds 0.03% of the outstanding Real Estate Select Sector SPDR Fund (The)(XLRE) stock.
The initial trade took place in 2025Q1. And since then AAFMAA Wealth Management & Trust LLC has made 1 purchases of XLRE, at an average price of $41.66, for a total of 53,239.00 shares. Based on historical transaction data and XLRE's current price of $41.57, AAFMAA Wealth Management & Trust LLC's estimated gain on his XLRE holdings is $-4,791.51, reflecting a -0.22% gain to date.
AAFMAA Wealth Management & Trust LLC XLRE ($41.57) Holding Chart
AAFMAA Wealth Management & Trust LLC XLRE ($41.57) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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