Number of Shares
160,932.00
Current Holdings Value*
$33.95 Mil
% of Portfolio
5.42%
Total Estimate Gain
$6.16 Mil
% of Total Estimate Gain
21.17%

AFFINITY WEALTH MANAGEMENT LLC's SPDR S&P Aerospace & Defense ETF Holding Summary

As of 2025-06-30, AFFINITY WEALTH MANAGEMENT LLC held 160,932.00 shares of SPDR S&P Aerospace & Defense ETF(XAR), totaling $33.95 Mil. This investment constitutes 5.42% of their stock portfolio, and AFFINITY WEALTH MANAGEMENT LLC now holds 0.92% of the outstanding SPDR S&P Aerospace & Defense ETF(XAR) stock.

The initial trade took place in 2025Q2. And since then AFFINITY WEALTH MANAGEMENT LLC has made 1 purchases of XAR, at an average price of $180.93, for a total of 160,932.00 shares. Based on historical transaction data and XAR's current price of $219.23, AFFINITY WEALTH MANAGEMENT LLC's estimated gain on his XAR holdings is $6.16 Mil, reflecting a 21.17% gain to date.

AFFINITY WEALTH MANAGEMENT LLC XAR ($219.23) Holding Chart

AFFINITY WEALTH MANAGEMENT LLC XAR ($219.23) 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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