Measured Wealth Private Client Group, LLC XLP Holdings History
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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