CAPITAL INSIGHT PARTNERS, LLC XLU Holdings History
CAPITAL INSIGHT PARTNERS, LLC's Utilities Select Sector SPDR ETF Holding Summary
As of 2025-03-31, CAPITAL INSIGHT PARTNERS, LLC held 70,496.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $5.56 Mil. This investment constitutes 0.97% of their stock portfolio, and CAPITAL INSIGHT PARTNERS, LLC now holds 0.03% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2024Q4. And since then CAPITAL INSIGHT PARTNERS, LLC has made 2 purchases of XLU, at an average price of $78.31, for a total of 70,496.00 shares. Based on historical transaction data and XLU's current price of $81.33, CAPITAL INSIGHT PARTNERS, LLC's estimated gain on his XLU holdings is $212,639.52, reflecting a 3.85% gain to date.
CAPITAL INSIGHT PARTNERS, LLC XLU ($81.33) Holding Chart
CAPITAL INSIGHT PARTNERS, LLC XLU ($81.33) 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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