Biltmore Wealth Management, LLC XLC Holdings History
Biltmore Wealth Management, LLC's Communication Services Select Sector SPDR Fund Holding Summary
As of 2025-06-30, Biltmore Wealth Management, LLC held 92,959.00 shares of Communication Services Select Sector SPDR Fund(XLC), totaling $10.09 Mil. This investment constitutes 4.08% of their stock portfolio, and Biltmore Wealth Management, LLC now holds 0.04% of the outstanding Communication Services Select Sector SPDR Fund(XLC) stock.
The initial trade took place in 2019Q1. And since then Biltmore Wealth Management, LLC has made 15 purchases of XLC, at an average price of $53.34, for a total of 179,809.00 shares. In addition, there have been 10 sales at an average price of $75.02 for 86,850.00 shares. Based on historical transaction data and XLC's current price of $106.19, Biltmore Wealth Management, LLC's estimated gain on his XLC holdings is $6.80 Mil, reflecting a 70.85% gain to date.
Biltmore Wealth Management, LLC XLC ($106.19) Holding Chart
Biltmore Wealth Management, LLC XLC ($106.19) 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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