Second Half Financial Partners, LLC XLU Holdings History
Second Half Financial Partners, LLC's Utilities Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Second Half Financial Partners, LLC held 15,851.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $1.25 Mil. This investment constitutes 0.62% of their stock portfolio, and Second Half Financial Partners, LLC now holds 0.01% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2022Q1. And since then Second Half Financial Partners, LLC has made 5 purchases of XLU, at an average price of $64.97, for a total of 101,848.00 shares. In addition, there have been 6 sales at an average price of $76.09 for 85,997.00 shares. Based on historical transaction data and XLU's current price of $82.78, Second Half Financial Partners, LLC's estimated gain on his XLU holdings is $1.24 Mil, reflecting a 18.73% gain to date.
Second Half Financial Partners, LLC XLU ($82.78) Holding Chart
Second Half Financial Partners, LLC XLU ($82.78) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
