Number of Shares
162,250.00
Current Holdings Value*
$21.27 Mil
% of Portfolio
3.07%
Total Estimate Gain
$3.30 Mil
% of Total Estimate Gain
13.74%

Flaharty Asset Management, LLC's Industrial Select Sector SPDR Holding Summary

As of 2025-03-31, Flaharty Asset Management, LLC held 162,250.00 shares of Industrial Select Sector SPDR(XLI), totaling $21.27 Mil. This investment constitutes 3.07% of their stock portfolio, and Flaharty Asset Management, LLC now holds 0.11% of the outstanding Industrial Select Sector SPDR(XLI) stock.

The initial trade took place in 2021Q2. And since then Flaharty Asset Management, LLC has made 5 purchases of XLI, at an average price of $127.84, for a total of 187,602.00 shares. In addition, there have been 11 sales at an average price of $104.53 for 25,352.00 shares. Based on historical transaction data and XLI's current price of $151.80, Flaharty Asset Management, LLC's estimated gain on his XLI holdings is $3.30 Mil, reflecting a 13.74% gain to date.

Flaharty Asset Management, LLC XLI ($151.80) Holding Chart

Flaharty Asset Management, LLC XLI ($151.80) 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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