Number of Shares
2.06 Mil
Current Holdings Value*
$102.68 Mil
% of Portfolio
2.01%
Total Estimate Gain
$54.31 Mil
% of Total Estimate Gain
72.56%

Capital Investment Advisors, LLC's Financial Select Sector SPDR Holding Summary

As of 2025-03-31, Capital Investment Advisors, LLC held 2.06 Mil shares of Financial Select Sector SPDR(XLF), totaling $102.68 Mil. This investment constitutes 2.01% of their stock portfolio, and Capital Investment Advisors, LLC now holds 0.2% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2014Q1. And since then Capital Investment Advisors, LLC has made 29 purchases of XLF, at an average price of $25.78, for a total of 2.90 Mil shares. In addition, there have been 6 sales at an average price of $31.59 for 841,823.00 shares. Based on historical transaction data and XLF's current price of $49.76, Capital Investment Advisors, LLC's estimated gain on his XLF holdings is $54.31 Mil, reflecting a 72.56% gain to date.

Capital Investment Advisors, LLC XLF ($49.76) Holding Chart

Capital Investment Advisors, LLC XLF ($49.76) 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 %

Top Ranked Articles

  • 1