Cassaday & Co Wealth Management LLC XLRE Holdings History
Cassaday & Co Wealth Management LLC's Real Estate Select Sector SPDR Fund (The) Holding Summary
As of 2025-03-31, Cassaday & Co Wealth Management LLC held 3.09 Mil shares of Real Estate Select Sector SPDR Fund (The)(XLRE), totaling $129.45 Mil. This investment constitutes 3.64% of their stock portfolio, and Cassaday & Co Wealth Management LLC now holds 1.74% of the outstanding Real Estate Select Sector SPDR Fund (The)(XLRE) stock.
The initial trade took place in 2022Q4. And since then Cassaday & Co Wealth Management LLC has made 8 purchases of XLRE, at an average price of $36.54, for a total of 3.83 Mil shares. In addition, there have been 1 sales at an average price of $38.17 for 736,879.00 shares. Based on historical transaction data and XLRE's current price of $41.93, Cassaday & Co Wealth Management LLC's estimated gain on his XLRE holdings is $17.88 Mil, reflecting a 12.77% gain to date.
Cassaday & Co Wealth Management LLC XLRE ($41.93) Holding Chart
Cassaday & Co Wealth Management LLC XLRE ($41.93) 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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