Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. XLC Holdings History
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s Communication Services Select Sector SPDR Fund Holding Summary
As of 2025-03-31, Holt Capital Advisors, L.L.C. dba Holt Capital Par held 26,904.00 shares of Communication Services Select Sector SPDR Fund(XLC), totaling $2.59 Mil. This investment constitutes 0.4% of their stock portfolio, and Holt Capital Advisors, L.L.C. dba Holt Capital Par now holds 0.01% of the outstanding Communication Services Select Sector SPDR Fund(XLC) stock.
The initial trade took place in 2024Q1. And since then Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. has made 5 purchases of XLC, at an average price of $92.43, for a total of 26,904.00 shares. Based on historical transaction data and XLC's current price of $106.62, Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s estimated gain on his XLC holdings is $381,648.56, reflecting a 15.35% gain to date.
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. XLC ($106.62) Holding Chart
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. XLC ($106.62) 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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