Hamilton Capital, LLC XLE Holdings History

Number of Shares
3.35 Mil
Current Holdings Value*
$313.06 Mil
% of Portfolio
18.95%
Total Estimate Gain
$120.56 Mil
% of Total Estimate Gain
48.23%

Hamilton Capital, LLC's The Energy Select Sector SPDR Fund Holding Summary

As of 2025-03-31, Hamilton Capital, LLC held 3.35 Mil shares of The Energy Select Sector SPDR Fund(XLE), totaling $313.06 Mil. This investment constitutes 18.95% of their stock portfolio, and Hamilton Capital, LLC now holds 1.04% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.

The initial trade took place in 2020Q1. And since then Hamilton Capital, LLC has made 13 purchases of XLE, at an average price of $54.81, for a total of 4.56 Mil shares. In addition, there have been 8 sales at an average price of $69.53 for 1.21 Mil shares. Based on historical transaction data and XLE's current price of $85.47, Hamilton Capital, LLC's estimated gain on his XLE holdings is $120.56 Mil, reflecting a 48.23% gain to date.

Hamilton Capital, LLC XLE ($85.47) Holding Chart

Hamilton Capital, LLC XLE ($85.47) 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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