Number of Shares
1.95 Mil
Current Holdings Value*
$102.02 Mil
% of Portfolio
8.93%
Total Estimate Gain
$31.73 Mil
% of Total Estimate Gain
43.76%

PETREDIS INVESTMENT ADVISORS LLC's Financial Select Sector SPDR Holding Summary

As of 2025-06-30, PETREDIS INVESTMENT ADVISORS LLC held 1.95 Mil shares of Financial Select Sector SPDR(XLF), totaling $102.02 Mil. This investment constitutes 8.93% of their stock portfolio, and PETREDIS INVESTMENT ADVISORS LLC now holds 0.2% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2022Q4. And since then PETREDIS INVESTMENT ADVISORS LLC has made 9 purchases of XLF, at an average price of $36.35, for a total of 1.99 Mil shares. In addition, there have been 1 sales at an average price of $34.62 for 46,977.00 shares. Based on historical transaction data and XLF's current price of $52.68, PETREDIS INVESTMENT ADVISORS LLC's estimated gain on his XLF holdings is $31.73 Mil, reflecting a 43.76% gain to date.

PETREDIS INVESTMENT ADVISORS LLC XLF ($52.68) Holding Chart

PETREDIS INVESTMENT ADVISORS LLC XLF ($52.68) 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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