Dean, Jacobson Financial Services, LLC XLRE Holdings History
Dean, Jacobson Financial Services, LLC's Real Estate Select Sector SPDR Fund (The) Holding Summary
As of 2025-03-31, Dean, Jacobson Financial Services, LLC held 515,347.00 shares of Real Estate Select Sector SPDR Fund (The)(XLRE), totaling $21.57 Mil. This investment constitutes 16.59% of their stock portfolio, and Dean, Jacobson Financial Services, LLC now holds 0.3% of the outstanding Real Estate Select Sector SPDR Fund (The)(XLRE) stock.
The initial trade took place in 2021Q4. And since then Dean, Jacobson Financial Services, LLC has made 5 purchases of XLRE, at an average price of $41.51, for a total of 961,911.00 shares. In addition, there have been 3 sales at an average price of $44.31 for 446,564.00 shares. Based on historical transaction data and XLRE's current price of $42.00, Dean, Jacobson Financial Services, LLC's estimated gain on his XLRE holdings is $1.50 Mil, reflecting a 3.77% gain to date.
Dean, Jacobson Financial Services, LLC XLRE ($42.00) Holding Chart
Dean, Jacobson Financial Services, LLC XLRE ($42.00) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
