MPWM ADVISORY SOLUTIONS, LLC XLI Holdings History
Number of Shares
31,295.00
Current Holdings Value*
$4.10 Mil
% of Portfolio
2.98%
Total Estimate Gain
$428,252.87
% of Total Estimate Gain
9.93%
MPWM ADVISORY SOLUTIONS, LLC's Industrial Select Sector SPDR Holding Summary
As of 2025-03-31, MPWM ADVISORY SOLUTIONS, LLC held 31,295.00 shares of Industrial Select Sector SPDR(XLI), totaling $4.10 Mil. This investment constitutes 2.98% of their stock portfolio, and MPWM ADVISORY SOLUTIONS, LLC now holds 0.02% of the outstanding Industrial Select Sector SPDR(XLI) stock.
The initial trade took place in 2024Q4. And since then MPWM ADVISORY SOLUTIONS, LLC has made 1 purchases of XLI, at an average price of $137.78, for a total of 31,295.00 shares. Based on historical transaction data and XLI's current price of $151.46, MPWM ADVISORY SOLUTIONS, LLC's estimated gain on his XLI holdings is $428,252.87, reflecting a 9.93% gain to date.
MPWM ADVISORY SOLUTIONS, LLC XLI ($151.46) Holding Chart
MPWM ADVISORY SOLUTIONS, LLC 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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