D. SCOTT NEAL, INC. XLC Holdings History
Number of Shares
185,483.00
Current Holdings Value*
$20.13 Mil
% of Portfolio
10.04%
Total Estimate Gain
$2.92 Mil
% of Total Estimate Gain
17.21%
D. SCOTT NEAL, INC.'s Communication Services Select Sector SPDR Fund Holding Summary
As of 2025-06-30, D. SCOTT NEAL, INC. held 185,483.00 shares of Communication Services Select Sector SPDR Fund(XLC), totaling $20.13 Mil. This investment constitutes 10.04% of their stock portfolio, and D. SCOTT NEAL, INC. now holds 0.08% of the outstanding Communication Services Select Sector SPDR Fund(XLC) stock.
The initial trade took place in 2024Q2. And since then D. SCOTT NEAL, INC. has made 5 purchases of XLC, at an average price of $91.36, for a total of 185,483.00 shares. Based on historical transaction data and XLC's current price of $107.08, D. SCOTT NEAL, INC.'s estimated gain on his XLC holdings is $2.92 Mil, reflecting a 17.21% gain to date.
D. SCOTT NEAL, INC. XLC ($107.08) Holding Chart
D. SCOTT NEAL, INC. XLC ($107.08) 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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