Number of Shares
211,000.00
Current Holdings Value*
$18.14 Mil
% of Portfolio
0.78%
Total Estimate Gain
$910,044.00
% of Total Estimate Gain
3.69%

Cornerstone Advisors, LLC's Materials Select Sector SPDR Holding Summary

As of 2025-03-31, Cornerstone Advisors, LLC held 211,000.00 shares of Materials Select Sector SPDR(XLB), totaling $18.14 Mil. This investment constitutes 0.78% of their stock portfolio, and Cornerstone Advisors, LLC now holds 0.36% of the outstanding Materials Select Sector SPDR(XLB) stock.

The initial trade took place in 2024Q1. And since then Cornerstone Advisors, LLC has made 4 purchases of XLB, at an average price of $87.56, for a total of 281,800.00 shares. In addition, there have been 1 sales at an average price of $87.39 for 70,800.00 shares. Based on historical transaction data and XLB's current price of $91.93, Cornerstone Advisors, LLC's estimated gain on his XLB holdings is $910,044.00, reflecting a 3.69% gain to date.

Cornerstone Advisors, LLC XLB ($91.93) Holding Chart

Cornerstone Advisors, LLC XLB ($91.93) 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 %

Top Ranked Articles

  • 1