H&H Retirement Design & Management INC XLP Holdings History
H&H Retirement Design & Management INC's Consumer Staples Select Sector SPDR Holding Summary
As of 2025-03-31, H&H Retirement Design & Management INC held 68,317.00 shares of Consumer Staples Select Sector SPDR(XLP), totaling $5.54 Mil. This investment constitutes 3.69% of their stock portfolio, and H&H Retirement Design & Management INC now holds 0.03% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.
The initial trade took place in 2022Q2. And since then H&H Retirement Design & Management INC has made 10 purchases of XLP, at an average price of $73.19, for a total of 77,287.00 shares. In addition, there have been 2 sales at an average price of $73.97 for 8,970.00 shares. Based on historical transaction data and XLP's current price of $81.98, H&H Retirement Design & Management INC's estimated gain on his XLP holdings is $607,186.75, reflecting a 10.73% gain to date.
H&H Retirement Design & Management INC XLP ($81.98) Holding Chart
H&H Retirement Design & Management INC XLP ($81.98) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
