MONEYWISE, INC. XLI Holdings History

Number of Shares
29,635.00
Current Holdings Value*
$4.37 Mil
% of Portfolio
2.05%
Total Estimate Gain
$448,377.55
% of Total Estimate Gain
11.10%

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 $151.46, MONEYWISE, INC.'s estimated gain on his XLI holdings is $448,377.55, reflecting a 11.10% gain to date.

MONEYWISE, INC. XLI ($151.46) Holding Chart

MONEYWISE, INC. XLI ($151.46) 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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