Number of Shares
356,010.00
Current Holdings Value*
$33.27 Mil
% of Portfolio
2.87%
Total Estimate Gain
$15.52 Mil
% of Total Estimate Gain
52.94%

Blue Chip Partners, LLC's The Energy Select Sector SPDR Fund Holding Summary

As of 2025-03-31, Blue Chip Partners, LLC held 356,010.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $33.27 Mil. This investment constitutes 2.87% of their stock portfolio, and Blue Chip Partners, LLC now holds 0.11% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.

The initial trade took place in 2015Q3. And since then Blue Chip Partners, LLC has made 18 purchases of XLE, at an average price of $52.48, for a total of 558,411.00 shares. In addition, there have been 8 sales at an average price of $70.01 for 202,401.00 shares. Based on historical transaction data and XLE's current price of $86.10, Blue Chip Partners, LLC's estimated gain on his XLE holdings is $15.52 Mil, reflecting a 52.94% gain to date.

Blue Chip Partners, LLC XLE ($86.10) Holding Chart

Blue Chip Partners, LLC XLE ($86.10) 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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