Number of Shares
61,337.00
Current Holdings Value*
$3.20 Mil
% of Portfolio
1.78%
Total Estimate Gain
$2.77 Mil
% of Total Estimate Gain
41.02%

2045 Lifetime Blend Portfolio's Financial Select Sector SPDR Holding Summary

As of 2025-02-28, 2045 Lifetime Blend Portfolio held 61,337.00 shares of Financial Select Sector SPDR(XLF), totaling $3.20 Mil. This investment constitutes 1.78% of their stock portfolio, and 2045 Lifetime Blend Portfolio now holds 0.01% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2019Q4. And since then 2045 Lifetime Blend Portfolio has made 8 purchases of XLF, at an average price of $30.71, for a total of 220,216.00 shares. In addition, there have been 12 sales at an average price of $39.49 for 158,879.00 shares. Based on historical transaction data and XLF's current price of $53.19, 2045 Lifetime Blend Portfolio's estimated gain on his XLF holdings is $2.77 Mil, reflecting a 41.02% gain to date.

2045 Lifetime Blend Portfolio XLF ($53.19) Holding Chart

2045 Lifetime Blend Portfolio XLF ($53.19) 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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