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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