Number of Shares
36,251.00
Current Holdings Value*
$4.75 Mil
% of Portfolio
4.92%
Total Estimate Gain
$904,738.66
% of Total Estimate Gain
19.40%

Wall Street Financial Group, Inc.'s Industrial Select Sector SPDR Holding Summary

As of 2025-03-31, Wall Street Financial Group, Inc. held 36,251.00 shares of Industrial Select Sector SPDR(XLI), totaling $4.75 Mil. This investment constitutes 4.92% of their stock portfolio, and Wall Street Financial Group, Inc. now holds 0.02% of the outstanding Industrial Select Sector SPDR(XLI) stock.

The initial trade took place in 2024Q2. And since then Wall Street Financial Group, Inc. has made 2 purchases of XLI, at an average price of $126.23, for a total of 36,946.00 shares. In addition, there have been 1 sales at an average price of $135.13 for 695.00 shares. Based on historical transaction data and XLI's current price of $151.02, Wall Street Financial Group, Inc.'s estimated gain on his XLI holdings is $904,738.66, reflecting a 19.40% gain to date.

Wall Street Financial Group, Inc. XLI ($151.02) Holding Chart

Wall Street Financial Group, Inc. XLI ($151.02) 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 %

Top Ranked Articles

  • 1