JSF Financial, LLC XLI Holdings History

Number of Shares
56,157.00
Current Holdings Value*
$7.36 Mil
% of Portfolio
1.94%
Total Estimate Gain
$523,198.48
% of Total Estimate Gain
6.43%

JSF Financial, LLC's Industrial Select Sector SPDR Holding Summary

As of 2025-03-31, JSF Financial, LLC held 56,157.00 shares of Industrial Select Sector SPDR(XLI), totaling $7.36 Mil. This investment constitutes 1.94% of their stock portfolio, and JSF Financial, LLC now holds 0.04% of the outstanding Industrial Select Sector SPDR(XLI) stock.

The initial trade took place in 2023Q1. And since then JSF Financial, LLC has made 2 purchases of XLI, at an average price of $132.03, for a total of 61,637.00 shares. In addition, there have been 1 sales at an average price of $100.35 for 5,480.00 shares. Based on historical transaction data and XLI's current price of $144.44, JSF Financial, LLC's estimated gain on his XLI holdings is $523,198.48, reflecting a 6.43% gain to date.

JSF Financial, LLC XLI ($144.44) Holding Chart

JSF Financial, LLC XLI ($144.44) 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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