CAPITAL WEALTH MANAGEMENT, LLC XLRE Holdings History
CAPITAL WEALTH MANAGEMENT, LLC's Real Estate Select Sector SPDR Fund (The) Holding Summary
As of 2025-06-30, CAPITAL WEALTH MANAGEMENT, LLC held 237,885.00 shares of Real Estate Select Sector SPDR Fund (The)(XLRE), totaling $9.85 Mil. This investment constitutes 3.67% of their stock portfolio, and CAPITAL WEALTH MANAGEMENT, LLC now holds 0.13% of the outstanding Real Estate Select Sector SPDR Fund (The)(XLRE) stock.
The initial trade took place in 2022Q1. And since then CAPITAL WEALTH MANAGEMENT, LLC has made 11 purchases of XLRE, at an average price of $40.09, for a total of 258,763.00 shares. In addition, there have been 3 sales at an average price of $36.19 for 20,878.00 shares. Based on historical transaction data and XLRE's current price of $41.31, CAPITAL WEALTH MANAGEMENT, LLC's estimated gain on his XLRE holdings is $207,714.08, reflecting a 2.00% gain to date.
CAPITAL WEALTH MANAGEMENT, LLC XLRE ($41.31) Holding Chart
CAPITAL WEALTH MANAGEMENT, LLC XLRE ($41.31) 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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