Number of Shares
45,157.00
Current Holdings Value*
$8.92 Mil
% of Portfolio
2.75%
Total Estimate Gain
$3.31 Mil
% of Total Estimate Gain
30.02%

Proquility Private Wealth Partners, LLC's Consumer Discretionary Select Sector SPDR Holding Summary

As of 2025-03-31, Proquility Private Wealth Partners, LLC held 45,157.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $8.92 Mil. This investment constitutes 2.75% of their stock portfolio, and Proquility Private Wealth Partners, LLC now holds 0.05% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.

The initial trade took place in 2020Q4. And since then Proquility Private Wealth Partners, LLC has made 9 purchases of XLY, at an average price of $159.42, for a total of 69,249.00 shares. In addition, there have been 8 sales at an average price of $173.16 for 24,092.00 shares. Based on historical transaction data and XLY's current price of $225.48, Proquility Private Wealth Partners, LLC's estimated gain on his XLY holdings is $3.31 Mil, reflecting a 30.02% gain to date.

Proquility Private Wealth Partners, LLC XLY ($225.48) Holding Chart

Proquility Private Wealth Partners, LLC XLY ($225.48) 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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