Keel Point, LLC XLF Holdings History

Number of Shares
202,439.00
Current Holdings Value*
$10.08 Mil
% of Portfolio
0.78%
Total Estimate Gain
$1.76 Mil
% of Total Estimate Gain
14.19%

Keel Point, LLC's Financial Select Sector SPDR Holding Summary

As of 2025-03-31, Keel Point, LLC held 202,439.00 shares of Financial Select Sector SPDR(XLF), totaling $10.08 Mil. This investment constitutes 0.78% of their stock portfolio, and Keel Point, LLC now holds 0.02% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2018Q3. And since then Keel Point, LLC has made 13 purchases of XLF, at an average price of $40.02, for a total of 309,406.00 shares. In addition, there have been 8 sales at an average price of $32.47 for 106,967.00 shares. Based on historical transaction data and XLF's current price of $52.68, Keel Point, LLC's estimated gain on his XLF holdings is $1.76 Mil, reflecting a 14.19% gain to date.

Keel Point, LLC XLF ($52.68) Holding Chart

Keel Point, LLC XLF ($52.68) 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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