SFI Advisors, LLC XTL Holdings History
Number of Shares
56,451.00
Current Holdings Value*
$5.64 Mil
% of Portfolio
4.17%
Total Estimate Gain
$2.73 Mil
% of Total Estimate Gain
64.94%
SFI Advisors, LLC's SPDR S&P Telecom ETF Holding Summary
As of 2025-03-31, SFI Advisors, LLC held 56,451.00 shares of SPDR S&P Telecom ETF(XTL), totaling $5.64 Mil. This investment constitutes 4.17% of their stock portfolio, and SFI Advisors, LLC now holds 5.65% of the outstanding SPDR S&P Telecom ETF(XTL) stock.
The initial trade took place in 2023Q4. And since then SFI Advisors, LLC has made 5 purchases of XTL, at an average price of $73.15, for a total of 57,531.00 shares. In addition, there have been 1 sales at an average price of $105.87 for 1,080.00 shares. Based on historical transaction data and XTL's current price of $120.94, SFI Advisors, LLC's estimated gain on his XTL holdings is $2.73 Mil, reflecting a 64.94% gain to date.
SFI Advisors, LLC XTL ($120.94) Holding Chart
SFI Advisors, LLC XTL ($120.94) 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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