H&H Retirement Design & Management INC XLI Holdings History
H&H Retirement Design & Management INC's Industrial Select Sector SPDR Holding Summary
As of 2025-03-31, H&H Retirement Design & Management INC held 36,876.00 shares of Industrial Select Sector SPDR(XLI), totaling $4.52 Mil. This investment constitutes 3.01% of their stock portfolio, and H&H Retirement Design & Management INC now holds 0.03% of the outstanding Industrial Select Sector SPDR(XLI) stock.
The initial trade took place in 2023Q1. And since then H&H Retirement Design & Management INC has made 4 purchases of XLI, at an average price of $101.22, for a total of 44,321.00 shares. In addition, there have been 5 sales at an average price of $116.67 for 7,445.00 shares. Based on historical transaction data and XLI's current price of $148.96, H&H Retirement Design & Management INC's estimated gain on his XLI holdings is $1.88 Mil, reflecting a 41.80% gain to date.
H&H Retirement Design & Management INC XLI ($148.96) Holding Chart
H&H Retirement Design & Management INC XLI ($148.96) 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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