MontVue Capital Management, Inc. XLY Holdings History
MontVue Capital Management, Inc.'s Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-06-30, MontVue Capital Management, Inc. held 14,260.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $3.10 Mil. This investment constitutes 2.21% of their stock portfolio, and MontVue Capital Management, Inc. now holds 0.01% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2023Q4. And since then MontVue Capital Management, Inc. has made 2 purchases of XLY, at an average price of $165.71, for a total of 15,473.00 shares. In addition, there have been 4 sales at an average price of $211.12 for 1,213.00 shares. Based on historical transaction data and XLY's current price of $222.17, MontVue Capital Management, Inc.'s estimated gain on his XLY holdings is $860,161.47, reflecting a 33.55% gain to date.
MontVue Capital Management, Inc. XLY ($222.17) Holding Chart
MontVue Capital Management, Inc. XLY ($222.17) 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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