Wellspring Financial Advisors, LLC XLY Holdings History
Wellspring Financial Advisors, LLC's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-03-31, Wellspring Financial Advisors, LLC held 37,406.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $7.39 Mil. This investment constitutes 0.82% of their stock portfolio, and Wellspring Financial Advisors, LLC now holds 0.04% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2023Q4. And since then Wellspring Financial Advisors, LLC has made 3 purchases of XLY, at an average price of $171.57, for a total of 122,528.00 shares. In addition, there have been 3 sales at an average price of $214.88 for 85,122.00 shares. Based on historical transaction data and XLY's current price of $225.48, Wellspring Financial Advisors, LLC's estimated gain on his XLY holdings is $5.70 Mil, reflecting a 27.13% gain to date.
Wellspring Financial Advisors, LLC XLY ($225.48) Holding Chart
Wellspring Financial Advisors, LLC XLY ($225.48) 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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