Biltmore Wealth Management, LLC XLB Holdings History
Biltmore Wealth Management, LLC's Materials Select Sector SPDR Holding Summary
As of 2025-06-30, Biltmore Wealth Management, LLC held 118,527.00 shares of Materials Select Sector SPDR(XLB), totaling $10.41 Mil. This investment constitutes 4.21% of their stock portfolio, and Biltmore Wealth Management, LLC now holds 0.2% of the outstanding Materials Select Sector SPDR(XLB) stock.
The initial trade took place in 2014Q4. And since then Biltmore Wealth Management, LLC has made 19 purchases of XLB, at an average price of $54.47, for a total of 305,673.00 shares. In addition, there have been 12 sales at an average price of $53.72 for 187,146.00 shares. Based on historical transaction data and XLB's current price of $90.22, Biltmore Wealth Management, LLC's estimated gain on his XLB holdings is $4.10 Mil, reflecting a 24.61% gain to date.
Biltmore Wealth Management, LLC XLB ($90.22) Holding Chart
Biltmore Wealth Management, LLC XLB ($90.22) 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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