RATIONAL ADVISORS, INC. XLU Holdings History
RATIONAL ADVISORS, INC.'s Utilities Select Sector SPDR ETF Holding Summary
As of 2025-03-31, RATIONAL ADVISORS, INC. held 447,450.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $35.28 Mil. This investment constitutes 3.97% of their stock portfolio, and RATIONAL ADVISORS, INC. now holds 0.19% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2011Q3. And since then RATIONAL ADVISORS, INC. has made 9 purchases of XLU, at an average price of $69.64, for a total of 1.79 Mil shares. In addition, there have been 6 sales at an average price of $68.07 for 1.34 Mil shares. Based on historical transaction data and XLU's current price of $83.75, RATIONAL ADVISORS, INC.'s estimated gain on his XLU holdings is $4.21 Mil, reflecting a 3.38% gain to date.
RATIONAL ADVISORS, INC. XLU ($83.75) Holding Chart
RATIONAL ADVISORS, INC. 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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