STRATEGIC WEALTH MANAGEMENT INC XLY Holdings History
STRATEGIC WEALTH MANAGEMENT INC's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2021-12-31, STRATEGIC WEALTH MANAGEMENT INC held 57,043.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $11.66 Mil. This investment constitutes 5.76% of their stock portfolio, and STRATEGIC WEALTH MANAGEMENT INC now holds 0.05% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2014Q1. And since then STRATEGIC WEALTH MANAGEMENT INC has made 9 purchases of XLY, at an average price of $88.50, for a total of 298,792.00 shares. In addition, there have been 12 sales at an average price of $83.28 for 241,749.00 shares. Based on historical transaction data and XLY's current price of $197.67, STRATEGIC WEALTH MANAGEMENT INC's estimated gain on his XLY holdings is $4.97 Mil, reflecting a 18.79% gain to date.
STRATEGIC WEALTH MANAGEMENT INC XLY ($197.67) Holding Chart
STRATEGIC WEALTH MANAGEMENT INC XLY ($197.67) 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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