Guerra Advisors Inc XLF Holdings History

Number of Shares
148,623.00
Current Holdings Value*
$7.40 Mil
% of Portfolio
4.14%
Total Estimate Gain
$723,412.50
% of Total Estimate Gain
7.12%

Guerra Advisors Inc's Financial Select Sector SPDR Holding Summary

As of 2025-03-31, Guerra Advisors Inc held 148,623.00 shares of Financial Select Sector SPDR(XLF), totaling $7.40 Mil. This investment constitutes 4.14% of their stock portfolio, and Guerra Advisors Inc now holds 0.01% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $50.16 for 61,428.00 shares. Based on historical transaction data and XLF's current price of $52.54, Guerra Advisors Inc's estimated gain on his XLF holdings is $723,412.50, reflecting a 7.12% gain to date.

Guerra Advisors Inc XLF ($52.54) Holding Chart

Guerra Advisors Inc XLF ($52.54) 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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