Fortis Group Advisors, LLC XLP Holdings History
Fortis Group Advisors, LLC's Consumer Staples Select Sector SPDR Holding Summary
As of 2025-03-31, Fortis Group Advisors, LLC held 96,774.00 shares of Consumer Staples Select Sector SPDR(XLP), totaling $7.90 Mil. This investment constitutes 1.53% of their stock portfolio, and Fortis Group Advisors, LLC now holds 0.05% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.
The initial trade took place in 2023Q1. And since then Fortis Group Advisors, LLC has made 5 purchases of XLP, at an average price of $78.20, for a total of 218,939.00 shares. In addition, there have been 4 sales at an average price of $78.51 for 122,165.00 shares. Based on historical transaction data and XLP's current price of $81.36, Fortis Group Advisors, LLC's estimated gain on his XLP holdings is $345,010.55, reflecting a 2.02% gain to date.
Fortis Group Advisors, LLC XLP ($81.36) Holding Chart
Fortis Group Advisors, LLC XLP ($81.36) 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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