Capital Advisors, Ltd. LLC XLI Holdings History
Capital Advisors, Ltd. LLC's Industrial Select Sector SPDR Holding Summary
As of 2025-03-31, Capital Advisors, Ltd. LLC held 15,433.00 shares of Industrial Select Sector SPDR(XLI), totaling $2.02 Mil. This investment constitutes 0.27% of their stock portfolio, and Capital Advisors, Ltd. LLC now holds 0.01% of the outstanding Industrial Select Sector SPDR(XLI) stock.
The initial trade took place in 2017Q1. And since then Capital Advisors, Ltd. LLC has made 8 purchases of XLI, at an average price of $78.71, for a total of 34,746.00 shares. In addition, there have been 15 sales at an average price of $125.25 for 19,313.00 shares. Based on historical transaction data and XLI's current price of $150.34, Capital Advisors, Ltd. LLC's estimated gain on his XLI holdings is $2.00 Mil, reflecting a 73.28% gain to date.
Capital Advisors, Ltd. LLC XLI ($150.34) Holding Chart
Capital Advisors, Ltd. LLC XLI ($150.34) 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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