Biltmore Wealth Management, LLC XLP Holdings History
Biltmore Wealth Management, LLC's Consumer Staples Select Sector SPDR Holding Summary
As of 2025-06-30, Biltmore Wealth Management, LLC held 175,921.00 shares of Consumer Staples Select Sector SPDR(XLP), totaling $14.24 Mil. This investment constitutes 5.77% of their stock portfolio, and Biltmore Wealth Management, LLC now holds 0.09% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.
The initial trade took place in 2014Q4. And since then Biltmore Wealth Management, LLC has made 19 purchases of XLP, at an average price of $56.53, for a total of 297,028.00 shares. In addition, there have been 12 sales at an average price of $57.29 for 121,107.00 shares. Based on historical transaction data and XLP's current price of $81.17, Biltmore Wealth Management, LLC's estimated gain on his XLP holdings is $4.43 Mil, reflecting a 26.37% gain to date.
Biltmore Wealth Management, LLC XLP ($81.17) Holding Chart
Biltmore Wealth Management, LLC XLP ($81.17) 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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