Number of Shares
211,492.00
Current Holdings Value*
$10.74 Mil
% of Portfolio
7.63%
Total Estimate Gain
$3.65 Mil
% of Total Estimate Gain
17.24%

Hibernia Wealth Partners, LLC's SPDR SSGA U.S. Sector Rotation ETF Holding Summary

As of 2025-03-31, Hibernia Wealth Partners, LLC held 211,492.00 shares of SPDR SSGA U.S. Sector Rotation ETF(XLSR), totaling $10.74 Mil. This investment constitutes 7.63% of their stock portfolio, and Hibernia Wealth Partners, LLC now holds 1.6% of the outstanding SPDR SSGA U.S. Sector Rotation ETF(XLSR) stock.

The initial trade took place in 2023Q4. And since then Hibernia Wealth Partners, LLC has made 3 purchases of XLSR, at an average price of $46.32, for a total of 456,616.00 shares. In addition, there have been 3 sales at an average price of $53.30 for 245,124.00 shares. Based on historical transaction data and XLSR's current price of $55.48, Hibernia Wealth Partners, LLC's estimated gain on his XLSR holdings is $3.65 Mil, reflecting a 17.24% gain to date.

Hibernia Wealth Partners, LLC XLSR ($55.48) Holding Chart

Hibernia Wealth Partners, LLC XLSR ($55.48) 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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