WALLER FINANCIAL PLANNING GROUP, INC XLRE Holdings History
WALLER FINANCIAL PLANNING GROUP, INC's Real Estate Select Sector SPDR Fund (The) Holding Summary
As of 2025-06-30, WALLER FINANCIAL PLANNING GROUP, INC held 482,707.00 shares of Real Estate Select Sector SPDR Fund (The)(XLRE), totaling $19.99 Mil. This investment constitutes 4.83% of their stock portfolio, and WALLER FINANCIAL PLANNING GROUP, INC now holds 0.27% of the outstanding Real Estate Select Sector SPDR Fund (The)(XLRE) stock.
The initial trade took place in 2022Q2. And since then WALLER FINANCIAL PLANNING GROUP, INC has made 11 purchases of XLRE, at an average price of $42.81, for a total of 515,551.00 shares. In addition, there have been 2 sales at an average price of $38.26 for 32,844.00 shares. Based on historical transaction data and XLRE's current price of $42.17, WALLER FINANCIAL PLANNING GROUP, INC's estimated gain on his XLRE holdings is $-456,086.16, reflecting a -2.07% gain to date.
WALLER FINANCIAL PLANNING GROUP, INC XLRE ($42.17) Holding Chart
WALLER FINANCIAL PLANNING GROUP, INC XLRE ($42.17) 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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