Number of Shares
53,239.00
Current Holdings Value*
$2.23 Mil
% of Portfolio
1.01%
Total Estimate Gain
$4,259.12
% of Total Estimate Gain
0.19%

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 $41.74, AAFMAA Wealth Management & Trust LLC's estimated gain on his XLRE holdings is $4,259.12, reflecting a 0.19% gain to date.

AAFMAA Wealth Management & Trust LLC XLRE ($41.74) Holding Chart

AAFMAA Wealth Management & Trust LLC XLRE ($41.74) 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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