Bellwether Advisors, LLC XLY Holdings History
Bellwether Advisors, LLC's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-03-31, Bellwether Advisors, LLC held 80,790.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $15.95 Mil. This investment constitutes 3.33% of their stock portfolio, and Bellwether Advisors, LLC now holds 0.08% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2020Q4. And since then Bellwether Advisors, LLC has made 5 purchases of XLY, at an average price of $172.18, for a total of 276,971.00 shares. In addition, there have been 9 sales at an average price of $180.45 for 196,181.00 shares. Based on historical transaction data and XLY's current price of $221.30, Bellwether Advisors, LLC's estimated gain on his XLY holdings is $5.59 Mil, reflecting a 11.73% gain to date.
Bellwether Advisors, LLC XLY ($221.30) Holding Chart
Bellwether Advisors, LLC XLY ($221.30) 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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