Intrua Financial, LLC XLY Holdings History

Number of Shares
68,749.00
Current Holdings Value*
$13.58 Mil
% of Portfolio
1.98%
Total Estimate Gain
$2.05 Mil
% of Total Estimate Gain
10.07%

Intrua Financial, LLC's Consumer Discretionary Select Sector SPDR Holding Summary

As of 2025-03-31, Intrua Financial, LLC held 68,749.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $13.58 Mil. This investment constitutes 1.98% of their stock portfolio, and Intrua Financial, LLC now holds 0.07% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.

The initial trade took place in 2023Q3. And since then Intrua Financial, LLC has made 4 purchases of XLY, at an average price of $187.23, for a total of 108,728.00 shares. In addition, there have been 3 sales at an average price of $179.71 for 39,979.00 shares. Based on historical transaction data and XLY's current price of $221.43, Intrua Financial, LLC's estimated gain on his XLY holdings is $2.05 Mil, reflecting a 10.07% gain to date.

Intrua Financial, LLC XLY ($221.43) Holding Chart

Intrua Financial, LLC XLY ($221.43) 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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