THEORY FINANCIAL LLC XLP Holdings History
THEORY FINANCIAL LLC's Consumer Staples Select Sector SPDR Holding Summary
As of 2025-03-31, THEORY FINANCIAL LLC held 71,166.00 shares of Consumer Staples Select Sector SPDR(XLP), totaling $5.81 Mil. This investment constitutes 2.45% of their stock portfolio, and THEORY FINANCIAL LLC now holds 0.04% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.
The initial trade took place in 2024Q2. And since then THEORY FINANCIAL LLC has made 3 purchases of XLP, at an average price of $78.63, for a total of 155,495.00 shares. In addition, there have been 1 sales at an average price of $81.17 for 84,329.00 shares. Based on historical transaction data and XLP's current price of $81.43, THEORY FINANCIAL LLC's estimated gain on his XLP holdings is $413,749.67, reflecting a 3.38% gain to date.
THEORY FINANCIAL LLC XLP ($81.43) Holding Chart
THEORY FINANCIAL LLC XLP ($81.43) 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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