Capital Planning Advisors, LLC XLF Holdings History
Capital Planning Advisors, LLC's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, Capital Planning Advisors, LLC held 111,903.00 shares of Financial Select Sector SPDR(XLF), totaling $5.57 Mil. This investment constitutes 0.86% of their stock portfolio, and Capital Planning Advisors, LLC now holds 0.01% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2015Q3. And since then Capital Planning Advisors, LLC has made 5 purchases of XLF, at an average price of $36.34, for a total of 254,537.66 shares. In addition, there have been 4 sales at an average price of $25.85 for 142,634.66 shares. Based on historical transaction data and XLF's current price of $53.03, Capital Planning Advisors, LLC's estimated gain on his XLF holdings is $371,543.47, reflecting a 4.02% gain to date.
Capital Planning Advisors, LLC XLF ($53.03) Holding Chart
Capital Planning Advisors, LLC XLF ($53.03) 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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