SIGNATURE ESTATE & INVESTMENT ADVISORS LLC XLF Holdings History
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC held 1.64 Mil shares of Financial Select Sector SPDR(XLF), totaling $81.77 Mil. This investment constitutes 2.15% of their stock portfolio, and SIGNATURE ESTATE & INVESTMENT ADVISORS LLC now holds 0.17% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2014Q1. And since then SIGNATURE ESTATE & INVESTMENT ADVISORS LLC has made 20 purchases of XLF, at an average price of $31.55, for a total of 4.73 Mil shares. In addition, there have been 9 sales at an average price of $31.76 for 3.09 Mil shares. Based on historical transaction data and XLF's current price of $52.51, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's estimated gain on his XLF holdings is $35.05 Mil, reflecting a 23.48% gain to date.
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC XLF ($52.51) Holding Chart
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC XLF ($52.51) 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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