Number of Shares
151,954.00
Current Holdings Value*
$19.92 Mil
% of Portfolio
2.65%
Total Estimate Gain
$4.21 Mil
% of Total Estimate Gain
15.17%

Teamwork Financial Advisors, LLC's Industrial Select Sector SPDR Holding Summary

As of 2025-03-31, Teamwork Financial Advisors, LLC held 151,954.00 shares of Industrial Select Sector SPDR(XLI), totaling $19.92 Mil. This investment constitutes 2.65% of their stock portfolio, and Teamwork Financial Advisors, LLC now holds 0.1% of the outstanding Industrial Select Sector SPDR(XLI) stock.

The initial trade took place in 2021Q2. And since then Teamwork Financial Advisors, LLC has made 9 purchases of XLI, at an average price of $114.14, for a total of 243,253.00 shares. In addition, there have been 4 sales at an average price of $103.91 for 91,299.00 shares. Based on historical transaction data and XLI's current price of $148.01, Teamwork Financial Advisors, LLC's estimated gain on his XLI holdings is $4.21 Mil, reflecting a 15.17% gain to date.

Teamwork Financial Advisors, LLC XLI ($148.01) Holding Chart

Teamwork Financial Advisors, LLC XLI ($148.01) 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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