Capital Planning Advisors, LLC XLI Holdings History
Capital Planning Advisors, LLC's Industrial Select Sector SPDR Holding Summary
As of 2025-03-31, Capital Planning Advisors, LLC held 42,849.00 shares of Industrial Select Sector SPDR(XLI), totaling $5.62 Mil. This investment constitutes 0.87% of their stock portfolio, and Capital Planning Advisors, LLC now holds 0.03% of the outstanding Industrial Select Sector SPDR(XLI) stock.
The initial trade took place in 2014Q4. And since then Capital Planning Advisors, LLC has made 5 purchases of XLI, at an average price of $94.27, for a total of 114,570.00 shares. In addition, there have been 9 sales at an average price of $71.12 for 71,721.00 shares. Based on historical transaction data and XLI's current price of $151.02, Capital Planning Advisors, LLC's estimated gain on his XLI holdings is $771,042.32, reflecting a 7.14% gain to date.
Capital Planning Advisors, LLC XLI ($151.02) Holding Chart
Capital Planning Advisors, LLC XLI ($151.02) 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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