Biltmore Wealth Management, LLC XLU Holdings History
Biltmore Wealth Management, LLC's Utilities Select Sector SPDR ETF Holding Summary
As of 2025-06-30, Biltmore Wealth Management, LLC held 153,871.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $12.57 Mil. This investment constitutes 5.09% of their stock portfolio, and Biltmore Wealth Management, LLC now holds 0.07% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2018Q2. And since then Biltmore Wealth Management, LLC has made 15 purchases of XLU, at an average price of $56.90, for a total of 225,534.00 shares. In addition, there have been 13 sales at an average price of $61.65 for 71,663.00 shares. Based on historical transaction data and XLU's current price of $83.75, Biltmore Wealth Management, LLC's estimated gain on his XLU holdings is $4.47 Mil, reflecting a 34.86% gain to date.
Biltmore Wealth Management, LLC XLU ($83.75) Holding Chart
Biltmore Wealth Management, LLC XLU ($83.75) 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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