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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