OLYMPUS WEALTH MANAGEMENT, LLC XLRE Holdings History
OLYMPUS WEALTH MANAGEMENT, LLC's Real Estate Select Sector SPDR Fund (The) Holding Summary
As of 2025-06-30, OLYMPUS WEALTH MANAGEMENT, LLC held 19,817.00 shares of Real Estate Select Sector SPDR Fund (The)(XLRE), totaling $820,820.00. This investment constitutes 0.28% of their stock portfolio, and OLYMPUS WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding Real Estate Select Sector SPDR Fund (The)(XLRE) stock.
The initial trade took place in 2023Q4. And since then OLYMPUS WEALTH MANAGEMENT, LLC has made 4 purchases of XLRE, at an average price of $37.19, for a total of 192,468.00 shares. In addition, there have been 3 sales at an average price of $41.70 for 172,651.00 shares. Based on historical transaction data and XLRE's current price of $42.73, OLYMPUS WEALTH MANAGEMENT, LLC's estimated gain on his XLRE holdings is $888,371.38, reflecting a 12.41% gain to date.
OLYMPUS WEALTH MANAGEMENT, LLC XLRE ($42.73) Holding Chart
OLYMPUS WEALTH MANAGEMENT, LLC XLRE ($42.73) 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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