Number of Shares
290,770.00
Current Holdings Value*
$31.56 Mil
% of Portfolio
5.04%
Total Estimate Gain
$2.90 Mil
% of Total Estimate Gain
10.14%

AFFINITY WEALTH MANAGEMENT LLC's Communication Services Select Sector SPDR Fund Holding Summary

As of 2025-06-30, AFFINITY WEALTH MANAGEMENT LLC held 290,770.00 shares of Communication Services Select Sector SPDR Fund(XLC), totaling $31.56 Mil. This investment constitutes 5.04% of their stock portfolio, and AFFINITY WEALTH MANAGEMENT LLC now holds 0.13% of the outstanding Communication Services Select Sector SPDR Fund(XLC) stock.

The initial trade took place in 2025Q2. And since then AFFINITY WEALTH MANAGEMENT LLC has made 1 purchases of XLC, at an average price of $98.47, for a total of 290,770.00 shares. Based on historical transaction data and XLC's current price of $108.45, AFFINITY WEALTH MANAGEMENT LLC's estimated gain on his XLC holdings is $2.90 Mil, reflecting a 10.14% gain to date.

AFFINITY WEALTH MANAGEMENT LLC XLC ($108.45) Holding Chart

AFFINITY WEALTH MANAGEMENT LLC XLC ($108.45) 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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