Stonebridge Financial Group, LLC XLU Holdings History
Stonebridge Financial Group, LLC's Utilities Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Stonebridge Financial Group, LLC held 325,415.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $25.66 Mil. This investment constitutes 2.73% of their stock portfolio, and Stonebridge Financial Group, LLC now holds 0.15% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2024Q4. And since then Stonebridge Financial Group, LLC has made 1 purchases of XLU, at an average price of $78.22, for a total of 325,415.00 shares. Based on historical transaction data and XLU's current price of $83.75, Stonebridge Financial Group, LLC's estimated gain on his XLU holdings is $1.80 Mil, reflecting a 7.07% gain to date.
Stonebridge Financial Group, LLC XLU ($83.75) Holding Chart
Stonebridge Financial Group, LLC XLU ($83.75) 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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