ATLAS CAPITAL ADVISORS INC. XLF Holdings History
ATLAS CAPITAL ADVISORS INC.'s Financial Select Sector SPDR Holding Summary
As of 2025-03-31, ATLAS CAPITAL ADVISORS INC. held 300,572.00 shares of Financial Select Sector SPDR(XLF), totaling $14.97 Mil. This investment constitutes 1.89% of their stock portfolio, and ATLAS CAPITAL ADVISORS INC. now holds 0.03% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2018Q2. And since then ATLAS CAPITAL ADVISORS INC. has made 18 purchases of XLF, at an average price of $34.60, for a total of 491,529.00 shares. In addition, there have been 10 sales at an average price of $33.34 for 190,957.00 shares. Based on historical transaction data and XLF's current price of $51.41, ATLAS CAPITAL ADVISORS INC.'s estimated gain on his XLF holdings is $4.81 Mil, reflecting a 28.28% gain to date.
ATLAS CAPITAL ADVISORS INC. XLF ($51.41) Holding Chart
ATLAS CAPITAL ADVISORS INC. XLF ($51.41) 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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