PEDDOCK CAPITAL ADVISORS, LLC XLU Holdings History
Number of Shares
19,841.00
Current Holdings Value*
$1.62 Mil
% of Portfolio
0.37%
Total Estimate Gain
$80,951.28
% of Total Estimate Gain
5.12%
PEDDOCK CAPITAL ADVISORS, LLC's Utilities Select Sector SPDR ETF Holding Summary
As of 2025-06-30, PEDDOCK CAPITAL ADVISORS, LLC held 19,841.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $1.62 Mil. This investment constitutes 0.37% of their stock portfolio, and PEDDOCK CAPITAL ADVISORS, LLC now holds 0.01% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2025Q2. And since then PEDDOCK CAPITAL ADVISORS, LLC has made 1 purchases of XLU, at an average price of $79.67, for a total of 19,841.00 shares. Based on historical transaction data and XLU's current price of $83.75, PEDDOCK CAPITAL ADVISORS, LLC's estimated gain on his XLU holdings is $80,951.28, reflecting a 5.12% gain to date.
PEDDOCK CAPITAL ADVISORS, LLC XLU ($83.75) Holding Chart
PEDDOCK CAPITAL ADVISORS, LLC XLU ($83.75) 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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