Number of Shares
43,139.00
Current Holdings Value*
$8.51 Mil
% of Portfolio
10.35%
Total Estimate Gain
$8.41 Mil
% of Total Estimate Gain
22.71%

Tactical Dividend & Momentum Fund's Consumer Discretionary Select Sector SPDR Holding Summary

As of 2025-04-30, Tactical Dividend & Momentum Fund held 43,139.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $8.51 Mil. This investment constitutes 10.35% of their stock portfolio, and Tactical Dividend & Momentum Fund now holds 0.04% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.

The initial trade took place in 2020Q3. And since then Tactical Dividend & Momentum Fund has made 6 purchases of XLY, at an average price of $152.68, for a total of 242,478.00 shares. In addition, there have been 9 sales at an average price of $178.89 for 199,339.00 shares. Based on historical transaction data and XLY's current price of $226.44, Tactical Dividend & Momentum Fund's estimated gain on his XLY holdings is $8.41 Mil, reflecting a 22.71% gain to date.

Tactical Dividend & Momentum Fund XLY ($226.44) Holding Chart

Tactical Dividend & Momentum Fund XLY ($226.44) 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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