Shira Ridge Wealth Management XLI Holdings History
Shira Ridge Wealth Management's Industrial Select Sector SPDR Holding Summary
As of 2025-06-30, Shira Ridge Wealth Management held 56,471.00 shares of Industrial Select Sector SPDR(XLI), totaling $8.33 Mil. This investment constitutes 3.81% of their stock portfolio, and Shira Ridge Wealth Management now holds 0.04% of the outstanding Industrial Select Sector SPDR(XLI) stock.
The initial trade took place in 2022Q4. And since then Shira Ridge Wealth Management has made 8 purchases of XLI, at an average price of $117.34, for a total of 56,595.00 shares. In addition, there have been 1 sales at an average price of $136.33 for 124.00 shares. Based on historical transaction data and XLI's current price of $153.68, Shira Ridge Wealth Management's estimated gain on his XLI holdings is $2.05 Mil, reflecting a 30.94% gain to date.
Shira Ridge Wealth Management XLI ($153.68) Holding Chart
Shira Ridge Wealth Management XLI ($153.68) 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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