AFFINITY WEALTH MANAGEMENT LLC XLE Holdings History
AFFINITY WEALTH MANAGEMENT LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-06-30, AFFINITY WEALTH MANAGEMENT LLC held 340,423.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $28.87 Mil. This investment constitutes 4.61% of their stock portfolio, and AFFINITY WEALTH MANAGEMENT LLC now holds 0.11% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2022Q1. And since then AFFINITY WEALTH MANAGEMENT LLC has made 10 purchases of XLE, at an average price of $73.87, for a total of 446,078.00 shares. In addition, there have been 4 sales at an average price of $84.51 for 105,655.00 shares. Based on historical transaction data and XLE's current price of $86.66, AFFINITY WEALTH MANAGEMENT LLC's estimated gain on his XLE holdings is $5.48 Mil, reflecting a 16.62% gain to date.
AFFINITY WEALTH MANAGEMENT LLC XLE ($86.66) Holding Chart
AFFINITY WEALTH MANAGEMENT LLC XLE ($86.66) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
