Number of Shares
21,028.00
Current Holdings Value*
$4.20 Mil
% of Portfolio
0.82%
Total Estimate Gain
$1.28 Mil
% of Total Estimate Gain
22.53%

AdvisorShares Investments LLC's Consumer Discretionary Select Sector SPDR Holding Summary

As of 2025-03-31, AdvisorShares Investments LLC held 21,028.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $4.20 Mil. This investment constitutes 0.82% of their stock portfolio, and AdvisorShares Investments LLC now holds 0.02% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.

The initial trade took place in 2023Q4. And since then AdvisorShares Investments LLC has made 4 purchases of XLY, at an average price of $173.78, for a total of 32,791.00 shares. In addition, there have been 2 sales at an average price of $201.62 for 11,763.00 shares. Based on historical transaction data and XLY's current price of $219.27, AdvisorShares Investments LLC's estimated gain on his XLY holdings is $1.28 Mil, reflecting a 22.53% gain to date.

AdvisorShares Investments LLC XLY ($219.27) Holding Chart

AdvisorShares Investments LLC XLY ($219.27) 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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