Bellwether Advisors, LLC XLF Holdings History
Bellwether Advisors, LLC's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, Bellwether Advisors, LLC held 976,289.00 shares of Financial Select Sector SPDR(XLF), totaling $48.63 Mil. This investment constitutes 10.16% of their stock portfolio, and Bellwether Advisors, LLC now holds 0.1% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2020Q4. And since then Bellwether Advisors, LLC has made 9 purchases of XLF, at an average price of $39.62, for a total of 2.11 Mil shares. In addition, there have been 8 sales at an average price of $39.43 for 1.13 Mil shares. Based on historical transaction data and XLF's current price of $52.66, Bellwether Advisors, LLC's estimated gain on his XLF holdings is $12.51 Mil, reflecting a 14.97% gain to date.
Bellwether Advisors, LLC XLF ($52.66) Holding Chart
Bellwether Advisors, LLC XLF ($52.66) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
