Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. XLV Holdings History
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s Health Care Select Sector SPDR Holding Summary
As of 2025-03-31, Holt Capital Advisors, L.L.C. dba Holt Capital Par held 133,986.00 shares of Health Care Select Sector SPDR(XLV), totaling $19.56 Mil. This investment constitutes 2.99% of their stock portfolio, and Holt Capital Advisors, L.L.C. dba Holt Capital Par now holds 0.05% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2014Q1. And since then Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. has made 29 purchases of XLV, at an average price of $103.49, for a total of 158,538.00 shares. In addition, there have been 7 sales at an average price of $138.91 for 24,552.00 shares. Based on historical transaction data and XLV's current price of $133.53, Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s estimated gain on his XLV holdings is $4.89 Mil, reflecting a 29.83% gain to date.
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. XLV ($133.53) Holding Chart
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. XLV ($133.53) 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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