Number of Shares
349.00
Current Holdings Value*
$33,660.00
% of Portfolio
0%
Total Estimate Gain
$1.01 Mil
% of Total Estimate Gain
4.67%

Stonebridge Financial Group, LLC's Communication Services Select Sector SPDR Fund Holding Summary

As of 2025-03-31, Stonebridge Financial Group, LLC held 349.00 shares of Communication Services Select Sector SPDR Fund(XLC), totaling $33,660.00. This investment constitutes 0% of their stock portfolio, and Stonebridge Financial Group, LLC now holds 0% of the outstanding Communication Services Select Sector SPDR Fund(XLC) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $99.87 for 226,911.00 shares. Based on historical transaction data and XLC's current price of $106.19, Stonebridge Financial Group, LLC's estimated gain on his XLC holdings is $1.01 Mil, reflecting a 4.67% gain to date.

Stonebridge Financial Group, LLC XLC ($106.19) Holding Chart

Stonebridge Financial Group, LLC XLC ($106.19) 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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