Stonebridge Financial Group, LLC XLV Holdings History
Stonebridge Financial Group, LLC's Health Care Select Sector SPDR Holding Summary
As of 2025-03-31, Stonebridge Financial Group, LLC held 178,081.00 shares of Health Care Select Sector SPDR(XLV), totaling $26.00 Mil. This investment constitutes 2.77% of their stock portfolio, and Stonebridge Financial Group, LLC now holds 0.07% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2024Q4. And since then Stonebridge Financial Group, LLC has made 1 purchases of XLV, at an average price of $145.33, for a total of 178,081.00 shares. Based on historical transaction data and XLV's current price of $131.84, Stonebridge Financial Group, LLC's estimated gain on his XLV holdings is $-2.40 Mil, reflecting a -9.28% gain to date.
Stonebridge Financial Group, LLC XLV ($131.84) Holding Chart
Stonebridge Financial Group, LLC XLV ($131.84) 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
