Number of Shares
118,125.00
Current Holdings Value*
$9.65 Mil
% of Portfolio
3.1%
Total Estimate Gain
$487,957.34
% of Total Estimate Gain
4.77%

Measured Wealth Private Client Group, LLC's Consumer Staples Select Sector SPDR Holding Summary

As of 2025-03-31, Measured Wealth Private Client Group, LLC held 118,125.00 shares of Consumer Staples Select Sector SPDR(XLP), totaling $9.65 Mil. This investment constitutes 3.1% of their stock portfolio, and Measured Wealth Private Client Group, LLC now holds 0.06% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.

The initial trade took place in 2018Q3. And since then Measured Wealth Private Client Group, LLC has made 8 purchases of XLP, at an average price of $76.65, for a total of 133,528.00 shares. In addition, there have been 6 sales at an average price of $74.12 for 15,403.00 shares. Based on historical transaction data and XLP's current price of $81.11, Measured Wealth Private Client Group, LLC's estimated gain on his XLP holdings is $487,957.34, reflecting a 4.77% gain to date.

Measured Wealth Private Client Group, LLC XLP ($81.11) Holding Chart

Measured Wealth Private Client Group, LLC XLP ($81.11) 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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