Fortis Group Advisors, LLC XLRE Holdings History
Fortis Group Advisors, LLC's Real Estate Select Sector SPDR Fund (The) Holding Summary
As of 2025-03-31, Fortis Group Advisors, LLC held 260,441.00 shares of Real Estate Select Sector SPDR Fund (The)(XLRE), totaling $10.90 Mil. This investment constitutes 2.12% of their stock portfolio, and Fortis Group Advisors, LLC now holds 0.15% of the outstanding Real Estate Select Sector SPDR Fund (The)(XLRE) stock.
The initial trade took place in 2023Q1. And since then Fortis Group Advisors, LLC has made 3 purchases of XLRE, at an average price of $41.93, for a total of 390,458.00 shares. In addition, there have been 3 sales at an average price of $42.92 for 130,017.00 shares. Based on historical transaction data and XLRE's current price of $42.79, Fortis Group Advisors, LLC's estimated gain on his XLRE holdings is $351,197.74, reflecting a 2.14% gain to date.
Fortis Group Advisors, LLC XLRE ($42.79) Holding Chart
Fortis Group Advisors, LLC XLRE ($42.79) 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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