Private Wealth Advisors, LLC XLP Holdings History
Private Wealth Advisors, LLC's Consumer Staples Select Sector SPDR Holding Summary
As of 2025-03-31, Private Wealth Advisors, LLC held 87,899.00 shares of Consumer Staples Select Sector SPDR(XLP), totaling $7.18 Mil. This investment constitutes 2.6% of their stock portfolio, and Private Wealth Advisors, LLC now holds 0.05% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.
The initial trade took place in 2018Q4. And since then Private Wealth Advisors, LLC has made 14 purchases of XLP, at an average price of $66.44, for a total of 373,238.00 shares. In addition, there have been 9 sales at an average price of $73.76 for 285,339.00 shares. Based on historical transaction data and XLP's current price of $81.35, Private Wealth Advisors, LLC's estimated gain on his XLP holdings is $3.40 Mil, reflecting a 13.70% gain to date.
Private Wealth Advisors, LLC XLP ($81.35) Holding Chart
Private Wealth Advisors, LLC XLP ($81.35) 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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