Capital Advisors, Ltd. LLC XLY Holdings History
Capital Advisors, Ltd. LLC's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-06-30, Capital Advisors, Ltd. LLC held 2,901.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $630,000.00. This investment constitutes 0.08% of their stock portfolio, and Capital Advisors, Ltd. LLC now holds 0% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2020Q1. And since then Capital Advisors, Ltd. LLC has made 7 purchases of XLY, at an average price of $126.43, for a total of 10,060.00 shares. In addition, there have been 6 sales at an average price of $194.24 for 7,159.00 shares. Based on historical transaction data and XLY's current price of $222.80, Capital Advisors, Ltd. LLC's estimated gain on his XLY holdings is $765,023.49, reflecting a 60.15% gain to date.
Capital Advisors, Ltd. LLC XLY ($222.80) Holding Chart
Capital Advisors, Ltd. LLC XLY ($222.80) 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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