Number of Shares
586,531.00
Current Holdings Value*
$24.55 Mil
% of Portfolio
2.61%
Total Estimate Gain
$-16,800.59
% of Total Estimate Gain
-0.07%

MEANS INVESTMENT CO., INC.'s Real Estate Select Sector SPDR Fund (The) Holding Summary

As of 2025-03-31, MEANS INVESTMENT CO., INC. held 586,531.00 shares of Real Estate Select Sector SPDR Fund (The)(XLRE), totaling $24.55 Mil. This investment constitutes 2.61% of their stock portfolio, and MEANS INVESTMENT CO., INC. now holds 0.34% of the outstanding Real Estate Select Sector SPDR Fund (The)(XLRE) stock.

The initial trade took place in 2024Q4. And since then MEANS INVESTMENT CO., INC. has made 2 purchases of XLRE, at an average price of $42.87, for a total of 586,531.00 shares. Based on historical transaction data and XLRE's current price of $42.85, MEANS INVESTMENT CO., INC.'s estimated gain on his XLRE holdings is $-16,800.59, reflecting a -0.07% gain to date.

MEANS INVESTMENT CO., INC. XLRE ($42.85) Holding Chart

MEANS INVESTMENT CO., INC. XLRE ($42.85) 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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