Number of Shares
55,400.00
Current Holdings Value*
$2.81 Mil
% of Portfolio
2.7%
Total Estimate Gain
$752,337.45
% of Total Estimate Gain
10.57%

International Private Wealth Advisors LLC's SPDR SSGA U.S. Sector Rotation ETF Holding Summary

As of 2025-03-31, International Private Wealth Advisors LLC held 55,400.00 shares of SPDR SSGA U.S. Sector Rotation ETF(XLSR), totaling $2.81 Mil. This investment constitutes 2.7% of their stock portfolio, and International Private Wealth Advisors LLC now holds 0.43% of the outstanding SPDR SSGA U.S. Sector Rotation ETF(XLSR) stock.

The initial trade took place in 2023Q4. And since then International Private Wealth Advisors LLC has made 4 purchases of XLSR, at an average price of $45.31, for a total of 157,071.00 shares. In addition, there have been 1 sales at an average price of $47.61 for 101,671.00 shares. Based on historical transaction data and XLSR's current price of $54.67, International Private Wealth Advisors LLC's estimated gain on his XLSR holdings is $752,337.45, reflecting a 10.57% gain to date.

International Private Wealth Advisors LLC XLSR ($54.67) Holding Chart

International Private Wealth Advisors LLC XLSR ($54.67) 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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