Spire Wealth Management XLF Holdings History
Spire Wealth Management's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, Spire Wealth Management held 821,721.00 shares of Financial Select Sector SPDR(XLF), totaling $40.93 Mil. This investment constitutes 1.31% of their stock portfolio, and Spire Wealth Management now holds 0.08% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2021Q1. And since then Spire Wealth Management has made 9 purchases of XLF, at an average price of $34.91, for a total of 1.46 Mil shares. In addition, there have been 7 sales at an average price of $37.11 for 642,784.00 shares. Based on historical transaction data and XLF's current price of $52.54, Spire Wealth Management's estimated gain on his XLF holdings is $15.90 Mil, reflecting a 31.11% gain to date.
Spire Wealth Management XLF ($52.54) Holding Chart
Spire Wealth Management XLF ($52.54) 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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