Number of Shares
325,200.00
Current Holdings Value*
$42.62 Mil
% of Portfolio
1.84%
Total Estimate Gain
$8.90 Mil
% of Total Estimate Gain
22.12%

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

As of 2025-03-31, Cornerstone Advisors, LLC held 325,200.00 shares of Industrial Select Sector SPDR(XLI), totaling $42.62 Mil. This investment constitutes 1.84% of their stock portfolio, and Cornerstone Advisors, LLC now holds 0.22% of the outstanding Industrial Select Sector SPDR(XLI) stock.

The initial trade took place in 2024Q1. And since then Cornerstone Advisors, LLC has made 4 purchases of XLI, at an average price of $123.66, for a total of 325,200.00 shares. Based on historical transaction data and XLI's current price of $151.02, Cornerstone Advisors, LLC's estimated gain on his XLI holdings is $8.90 Mil, reflecting a 22.12% gain to date.

Cornerstone Advisors, LLC XLI ($151.02) Holding Chart

Cornerstone 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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