Number of Shares
58,990.00
Current Holdings Value*
$4.79 Mil
% of Portfolio
0.5%
Total Estimate Gain
$-198,206.40
% of Total Estimate Gain
-3.73%

Guardian Partners Inc.'s The Energy Select Sector SPDR Fund Holding Summary

As of 2025-03-31, Guardian Partners Inc. held 58,990.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $4.79 Mil. This investment constitutes 0.5% of their stock portfolio, and Guardian Partners Inc. now holds 0.02% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.

The initial trade took place in 2025Q1. And since then Guardian Partners Inc. has made 1 purchases of XLE, at an average price of $90.17, for a total of 58,990.00 shares. Based on historical transaction data and XLE's current price of $86.81, Guardian Partners Inc.'s estimated gain on his XLE holdings is $-198,206.40, reflecting a -3.73% gain to date.

Guardian Partners Inc. XLE ($86.81) Holding Chart

Guardian Partners Inc. XLE ($86.81) 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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