SMART Wealth LLC XLP Holdings History
SMART Wealth LLC's Consumer Staples Select Sector SPDR Holding Summary
As of 2025-03-31, SMART Wealth LLC held 56,930.00 shares of Consumer Staples Select Sector SPDR(XLP), totaling $4.65 Mil. This investment constitutes 1.67% of their stock portfolio, and SMART Wealth LLC now holds 0.03% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.
The initial trade took place in 2022Q4. And since then SMART Wealth LLC has made 2 purchases of XLP, at an average price of $76.59, for a total of 89,455.00 shares. In addition, there have been 2 sales at an average price of $73.28 for 32,525.00 shares. Based on historical transaction data and XLP's current price of $81.36, SMART Wealth LLC's estimated gain on his XLP holdings is $164,131.68, reflecting a 2.40% gain to date.
SMART Wealth LLC XLP ($81.36) Holding Chart
SMART Wealth LLC XLP ($81.36) 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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