Ethos Financial Group, LLC XLU Holdings History
Ethos Financial Group, LLC's Utilities Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Ethos Financial Group, LLC held 202,752.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $15.99 Mil. This investment constitutes 1.56% of their stock portfolio, and Ethos Financial Group, LLC now holds 0.09% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2023Q3. And since then Ethos Financial Group, LLC has made 2 purchases of XLU, at an average price of $77.29, for a total of 216,108.00 shares. In addition, there have been 1 sales at an average price of $61.14 for 13,356.00 shares. Based on historical transaction data and XLU's current price of $82.03, Ethos Financial Group, LLC's estimated gain on his XLU holdings is $744,363.36, reflecting a 4.46% gain to date.
Ethos Financial Group, LLC XLU ($82.03) Holding Chart
Ethos Financial Group, LLC XLU ($82.03) 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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