Northstar Advisory Group, LLC XLF Holdings History
Northstar Advisory Group, LLC's Financial Select Sector SPDR Holding Summary
As of 2025-06-30, Northstar Advisory Group, LLC held 324,708.00 shares of Financial Select Sector SPDR(XLF), totaling $17.00 Mil. This investment constitutes 8.3% of their stock portfolio, and Northstar Advisory Group, LLC now holds 0.03% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2021Q2. And since then Northstar Advisory Group, LLC has made 10 purchases of XLF, at an average price of $38.38, for a total of 471,711.00 shares. In addition, there have been 4 sales at an average price of $36.94 for 147,003.00 shares. Based on historical transaction data and XLF's current price of $52.58, Northstar Advisory Group, LLC's estimated gain on his XLF holdings is $4.40 Mil, reflecting a 24.29% gain to date.
Northstar Advisory Group, LLC XLF ($52.58) Holding Chart
Northstar Advisory Group, LLC XLF ($52.58) 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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