Number of Shares
94,217.00
Current Holdings Value*
$4.69 Mil
% of Portfolio
2.13%
Total Estimate Gain
$371,254.19
% of Total Estimate Gain
8.08%

AAFMAA Wealth Management & Trust LLC's Financial Select Sector SPDR Holding Summary

As of 2025-03-31, AAFMAA Wealth Management & Trust LLC held 94,217.00 shares of Financial Select Sector SPDR(XLF), totaling $4.69 Mil. This investment constitutes 2.13% of their stock portfolio, and AAFMAA Wealth Management & Trust LLC now holds 0.01% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2024Q2. And since then AAFMAA Wealth Management & Trust LLC has made 4 purchases of XLF, at an average price of $48.77, for a total of 94,217.00 shares. Based on historical transaction data and XLF's current price of $52.71, AAFMAA Wealth Management & Trust LLC's estimated gain on his XLF holdings is $371,254.19, reflecting a 8.08% gain to date.

AAFMAA Wealth Management & Trust LLC XLF ($52.71) Holding Chart

AAFMAA Wealth Management & Trust LLC XLF ($52.71) 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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