Biltmore Wealth Management, LLC XLY Holdings History
Biltmore Wealth Management, LLC's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-03-31, Biltmore Wealth Management, LLC held 103,524.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $20.44 Mil. This investment constitutes 8.62% of their stock portfolio, and Biltmore Wealth Management, LLC now holds 0.11% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2014Q4. And since then Biltmore Wealth Management, LLC has made 17 purchases of XLY, at an average price of $93.72, for a total of 251,448.00 shares. In addition, there have been 13 sales at an average price of $118.96 for 147,924.00 shares. Based on historical transaction data and XLY's current price of $217.82, Biltmore Wealth Management, LLC's estimated gain on his XLY holdings is $16.58 Mil, reflecting a 70.37% gain to date.
Biltmore Wealth Management, LLC XLY ($217.82) Holding Chart
Biltmore Wealth Management, LLC XLY ($217.82) 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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