MEANS INVESTMENT CO., INC. XLRE Holdings History
Number of Shares
586,531.00
Current Holdings Value*
$24.55 Mil
% of Portfolio
2.61%
Total Estimate Gain
$-49,059.79
% of Total Estimate Gain
-0.20%
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 $42.79, MEANS INVESTMENT CO., INC.'s estimated gain on his XLRE holdings is $-49,059.79, reflecting a -0.20% gain to date.
MEANS INVESTMENT CO., INC. XLRE ($42.79) Holding Chart
MEANS INVESTMENT CO., INC. 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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