Kera Capital Partners, Inc. XLU Holdings History
Number of Shares
63,950.00
Current Holdings Value*
$5.22 Mil
% of Portfolio
1.03%
Total Estimate Gain
$296,088.50
% of Total Estimate Gain
5.81%
Kera Capital Partners, Inc.'s Utilities Select Sector SPDR ETF Holding Summary
As of 2025-06-30, Kera Capital Partners, Inc. held 63,950.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $5.22 Mil. This investment constitutes 1.03% of their stock portfolio, and Kera Capital Partners, Inc. now holds 0.03% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2025Q2. And since then Kera Capital Partners, Inc. has made 1 purchases of XLU, at an average price of $79.67, for a total of 63,950.00 shares. Based on historical transaction data and XLU's current price of $84.30, Kera Capital Partners, Inc.'s estimated gain on his XLU holdings is $296,088.50, reflecting a 5.81% gain to date.
Kera Capital Partners, Inc. XLU ($84.30) Holding Chart
Kera Capital Partners, Inc. XLU ($84.30) 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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