Stonebridge Financial Group, LLC XLY Holdings History
Stonebridge Financial Group, LLC's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-03-31, Stonebridge Financial Group, LLC held 212.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $41,860.00. This investment constitutes 0% of their stock portfolio, and Stonebridge Financial Group, LLC now holds 0% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $216.89 for 96,922.00 shares. Based on historical transaction data and XLY's current price of $222.17, Stonebridge Financial Group, LLC's estimated gain on his XLY holdings is $270,180.54, reflecting a 1.30% gain to date.
Stonebridge Financial Group, LLC XLY ($222.17) Holding Chart
Stonebridge Financial Group, LLC XLY ($222.17) 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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