Number of Shares
163,175.00
Current Holdings Value*
$13.33 Mil
% of Portfolio
2.85%
Total Estimate Gain
$662,509.03
% of Total Estimate Gain
1.88%

Prestige Wealth Management Group LLC's Consumer Staples Select Sector SPDR Holding Summary

As of 2025-03-31, Prestige Wealth Management Group LLC held 163,175.00 shares of Consumer Staples Select Sector SPDR(XLP), totaling $13.33 Mil. This investment constitutes 2.85% of their stock portfolio, and Prestige Wealth Management Group LLC now holds 0.08% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.

The initial trade took place in 2018Q4. And since then Prestige Wealth Management Group LLC has made 11 purchases of XLP, at an average price of $70.99, for a total of 497,415.00 shares. In addition, there have been 13 sales at an average price of $67.79 for 334,240.00 shares. Based on historical transaction data and XLP's current price of $81.62, Prestige Wealth Management Group LLC's estimated gain on his XLP holdings is $662,509.03, reflecting a 1.88% gain to date.

Prestige Wealth Management Group LLC XLP ($81.62) Holding Chart

Prestige Wealth Management Group LLC XLP ($81.62) 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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