THEORY FINANCIAL LLC XLY Holdings History
THEORY FINANCIAL LLC's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-03-31, THEORY FINANCIAL LLC held - shares of Consumer Discretionary Select Sector SPDR(XLY), totaling N/A. This investment constitutes 0% of their stock portfolio, and THEORY FINANCIAL LLC now holds 0% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2024Q4. And since then THEORY FINANCIAL LLC has made 1 purchases of XLY, at an average price of $214.12, for a total of 52,118.00 shares. In addition, there have been 1 sales at an average price of $216.89 for 52,118.00 shares. Based on historical transaction data and XLY's current price of $221.21, THEORY FINANCIAL LLC's estimated gain on his XLY holdings is $144,366.86, reflecting a 1.29% gain to date.
THEORY FINANCIAL LLC XLY ($221.21) Holding Chart
THEORY FINANCIAL LLC XLY ($221.21) 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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