SIGNATURE ESTATE & INVESTMENT ADVISORS LLC XLY Holdings History
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-03-31, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC held 9,035.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $1.78 Mil. This investment constitutes 0.05% of their stock portfolio, and SIGNATURE ESTATE & INVESTMENT ADVISORS LLC now holds 0.01% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2014Q1. And since then SIGNATURE ESTATE & INVESTMENT ADVISORS LLC has made 6 purchases of XLY, at an average price of $128.40, for a total of 476,550.00 shares. In addition, there have been 4 sales at an average price of $135.56 for 467,515.00 shares. Based on historical transaction data and XLY's current price of $222.17, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's estimated gain on his XLY holdings is $4.19 Mil, reflecting a 6.86% gain to date.
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC XLY ($222.17) Holding Chart
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC XLY ($222.17) 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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