Biltmore Wealth Management, LLC XLI Holdings History
Biltmore Wealth Management, LLC's Industrial Select Sector SPDR Holding Summary
As of 2025-03-31, Biltmore Wealth Management, LLC held 229,094.00 shares of Industrial Select Sector SPDR(XLI), totaling $30.03 Mil. This investment constitutes 12.67% of their stock portfolio, and Biltmore Wealth Management, LLC now holds 0.16% of the outstanding Industrial Select Sector SPDR(XLI) stock.
The initial trade took place in 2014Q4. And since then Biltmore Wealth Management, LLC has made 18 purchases of XLI, at an average price of $65.93, for a total of 495,443.00 shares. In addition, there have been 12 sales at an average price of $73.12 for 266,349.00 shares. Based on historical transaction data and XLI's current price of $146.79, Biltmore Wealth Management, LLC's estimated gain on his XLI holdings is $20.44 Mil, reflecting a 62.57% gain to date.
Biltmore Wealth Management, LLC XLI ($146.79) Holding Chart
Biltmore Wealth Management, LLC XLI ($146.79) 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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