Ellis Investment Partners, LLC XLP Holdings History
Ellis Investment Partners, LLC's Consumer Staples Select Sector SPDR Holding Summary
As of 2025-03-31, Ellis Investment Partners, LLC held 51,630.00 shares of Consumer Staples Select Sector SPDR(XLP), totaling $4.22 Mil. This investment constitutes 0.87% of their stock portfolio, and Ellis Investment Partners, LLC now holds 0.03% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.
The initial trade took place in 2018Q4. And since then Ellis Investment Partners, LLC has made 12 purchases of XLP, at an average price of $60.07, for a total of 66,950.00 shares. In addition, there have been 13 sales at an average price of $67.76 for 15,320.00 shares. Based on historical transaction data and XLP's current price of $81.65, Ellis Investment Partners, LLC's estimated gain on his XLP holdings is $1.23 Mil, reflecting a 30.64% gain to date.
Ellis Investment Partners, LLC XLP ($81.65) Holding Chart
Ellis Investment Partners, LLC XLP ($81.65) 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