MONEYWISE, INC. XLI Holdings History
Number of Shares
29,635.00
Current Holdings Value*
$4.37 Mil
% of Portfolio
2.05%
Total Estimate Gain
$448,673.90
% of Total Estimate Gain
11.11%
MONEYWISE, INC.'s Industrial Select Sector SPDR Holding Summary
As of 2025-06-30, MONEYWISE, INC. held 29,635.00 shares of Industrial Select Sector SPDR(XLI), totaling $4.37 Mil. This investment constitutes 2.05% of their stock portfolio, and MONEYWISE, INC. now holds 0.02% of the outstanding Industrial Select Sector SPDR(XLI) stock.
The initial trade took place in 2025Q2. And since then MONEYWISE, INC. has made 1 purchases of XLI, at an average price of $136.33, for a total of 29,635.00 shares. Based on historical transaction data and XLI's current price of $151.47, MONEYWISE, INC.'s estimated gain on his XLI holdings is $448,673.90, reflecting a 11.11% gain to date.
MONEYWISE, INC. XLI ($151.47) Holding Chart
MONEYWISE, INC. XLI ($151.47) 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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