Number of Shares
129,433.00
Current Holdings Value*
$10.57 Mil
% of Portfolio
0.56%
Total Estimate Gain
$395,789.52
% of Total Estimate Gain
1.05%

FLAGSHIP HARBOR ADVISORS, LLC's Consumer Staples Select Sector SPDR Holding Summary

As of 2025-03-31, FLAGSHIP HARBOR ADVISORS, LLC held 129,433.00 shares of Consumer Staples Select Sector SPDR(XLP), totaling $10.57 Mil. This investment constitutes 0.56% of their stock portfolio, and FLAGSHIP HARBOR ADVISORS, LLC now holds 0.06% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.

The initial trade took place in 2018Q2. And since then FLAGSHIP HARBOR ADVISORS, LLC has made 16 purchases of XLP, at an average price of $76.77, for a total of 491,647.00 shares. In addition, there have been 9 sales at an average price of $76.23 for 362,214.00 shares. Based on historical transaction data and XLP's current price of $81.35, FLAGSHIP HARBOR ADVISORS, LLC's estimated gain on his XLP holdings is $395,789.52, reflecting a 1.05% gain to date.

FLAGSHIP HARBOR ADVISORS, LLC XLP ($81.35) Holding Chart

FLAGSHIP HARBOR ADVISORS, LLC XLP ($81.35) 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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