Number of Shares
19,837.00
Current Holdings Value*
$2.93 Mil
% of Portfolio
2.08%
Total Estimate Gain
$972,999.15
% of Total Estimate Gain
43.18%

MontVue Capital Management, Inc.'s Industrial Select Sector SPDR Holding Summary

As of 2025-06-30, MontVue Capital Management, Inc. held 19,837.00 shares of Industrial Select Sector SPDR(XLI), totaling $2.93 Mil. This investment constitutes 2.08% of their stock portfolio, and MontVue Capital Management, Inc. now holds 0.01% of the outstanding Industrial Select Sector SPDR(XLI) stock.

The initial trade took place in 2023Q4. And since then MontVue Capital Management, Inc. has made 1 purchases of XLI, at an average price of $104.98, for a total of 21,463.00 shares. In addition, there have been 5 sales at an average price of $133.51 for 1,626.00 shares. Based on historical transaction data and XLI's current price of $151.70, MontVue Capital Management, Inc.'s estimated gain on his XLI holdings is $972,999.15, reflecting a 43.18% gain to date.

MontVue Capital Management, Inc. XLI ($151.70) Holding Chart

MontVue Capital Management, Inc. XLI ($151.70) 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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