CSM Advisors, LLC XLF Holdings History
CSM Advisors, LLC's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, CSM Advisors, LLC held 1.38 Mil shares of Financial Select Sector SPDR(XLF), totaling $68.62 Mil. This investment constitutes 4.07% of their stock portfolio, and CSM Advisors, LLC now holds 0.14% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2021Q4. And since then CSM Advisors, LLC has made 3 purchases of XLF, at an average price of $42.58, for a total of 2.81 Mil shares. In addition, there have been 2 sales at an average price of $44.34 for 1.43 Mil shares. Based on historical transaction data and XLF's current price of $52.68, CSM Advisors, LLC's estimated gain on his XLF holdings is $16.45 Mil, reflecting a 13.75% gain to date.
CSM Advisors, LLC XLF ($52.68) Holding Chart
CSM Advisors, LLC XLF ($52.68) 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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