Number of Shares
58,091.00
Current Holdings Value*
$3.19 Mil
% of Portfolio
2.74%
Total Estimate Gain
$809,369.21
% of Total Estimate Gain
11.16%

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

As of 2025-06-30, International Private Wealth Advisors LLC held 58,091.00 shares of SPDR SSGA U.S. Sector Rotation ETF(XLSR), totaling $3.19 Mil. This investment constitutes 2.74% 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 5 purchases of XLSR, at an average price of $45.41, for a total of 159,762.00 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 $55.49, International Private Wealth Advisors LLC's estimated gain on his XLSR holdings is $809,369.21, reflecting a 11.16% gain to date.

International Private Wealth Advisors LLC XLSR ($55.49) Holding Chart

International Private Wealth Advisors LLC XLSR ($55.49) 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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