Uptown Financial Advisors LLC XLU Holdings History
Uptown Financial Advisors LLC's Utilities Select Sector SPDR ETF Holding Summary
As of 2025-06-30, Uptown Financial Advisors LLC held 16,480.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $1.35 Mil. This investment constitutes 1.15% of their stock portfolio, and Uptown Financial Advisors LLC now holds 0.01% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2025Q1. And since then Uptown Financial Advisors LLC has made 2 purchases of XLU, at an average price of $78.48, for a total of 16,480.00 shares. Based on historical transaction data and XLU's current price of $84.41, Uptown Financial Advisors LLC's estimated gain on his XLU holdings is $97,645.65, reflecting a 7.55% gain to date.
Uptown Financial Advisors LLC XLU ($84.41) Holding Chart
Uptown Financial Advisors LLC XLU ($84.41) 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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