SMART Wealth LLC XLRE Holdings History
SMART Wealth LLC's Real Estate Select Sector SPDR Fund (The) Holding Summary
As of 2025-03-31, SMART Wealth LLC held 74,331.00 shares of Real Estate Select Sector SPDR Fund (The)(XLRE), totaling $3.11 Mil. This investment constitutes 1.11% of their stock portfolio, and SMART Wealth LLC now holds 0.04% of the outstanding Real Estate Select Sector SPDR Fund (The)(XLRE) stock.
The initial trade took place in 2023Q2. And since then SMART Wealth LLC has made 1 purchases of XLRE, at an average price of $41.59, for a total of 111,073.00 shares. In addition, there have been 1 sales at an average price of $43.25 for 36,742.00 shares. Based on historical transaction data and XLRE's current price of $42.85, SMART Wealth LLC's estimated gain on his XLRE holdings is $154,436.19, reflecting a 3.34% gain to date.
SMART Wealth LLC XLRE ($42.85) Holding Chart
SMART Wealth LLC 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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