Number of Shares
2,246.00
Current Holdings Value*
$443,500.00
% of Portfolio
0.34%
Total Estimate Gain
$68,150.96
% of Total Estimate Gain
15.90%

Campion Asset Management's Consumer Discretionary Select Sector SPDR Holding Summary

As of 2025-03-31, Campion Asset Management held 2,246.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $443,500.00. This investment constitutes 0.34% of their stock portfolio, and Campion Asset Management now holds 0% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.

The initial trade took place in 2024Q1. And since then Campion Asset Management has made 5 purchases of XLY, at an average price of $190.87, for a total of 2,246.00 shares. Based on historical transaction data and XLY's current price of $221.21, Campion Asset Management's estimated gain on his XLY holdings is $68,150.96, reflecting a 15.90% gain to date.

Campion Asset Management XLY ($221.21) Holding Chart

Campion Asset Management XLY ($221.21) 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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