Beacon Pointe Advisors, LLC XLE Holdings History
Beacon Pointe Advisors, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, Beacon Pointe Advisors, LLC held 99,690.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $9.32 Mil. This investment constitutes 0.1% of their stock portfolio, and Beacon Pointe Advisors, LLC now holds 0.03% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2020Q4. And since then Beacon Pointe Advisors, LLC has made 8 purchases of XLE, at an average price of $70.07, for a total of 343,438.00 shares. In addition, there have been 10 sales at an average price of $86.81 for 243,748.00 shares. Based on historical transaction data and XLE's current price of $84.81, Beacon Pointe Advisors, LLC's estimated gain on his XLE holdings is $5.55 Mil, reflecting a 23.06% gain to date.
Beacon Pointe Advisors, LLC XLE ($84.81) Holding Chart
Beacon Pointe Advisors, LLC XLE ($84.81) 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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