AFFINITY WEALTH MANAGEMENT LLC XLF Holdings History
AFFINITY WEALTH MANAGEMENT LLC's Financial Select Sector SPDR Holding Summary
As of 2025-06-30, AFFINITY WEALTH MANAGEMENT LLC held 649,672.00 shares of Financial Select Sector SPDR(XLF), totaling $34.02 Mil. This investment constitutes 5.44% of their stock portfolio, and AFFINITY WEALTH MANAGEMENT LLC now holds 0.07% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2022Q3. And since then AFFINITY WEALTH MANAGEMENT LLC has made 5 purchases of XLF, at an average price of $43.63, for a total of 665,275.00 shares. In addition, there have been 3 sales at an average price of $36.11 for 15,603.00 shares. Based on historical transaction data and XLF's current price of $52.53, AFFINITY WEALTH MANAGEMENT LLC's estimated gain on his XLF holdings is $5.66 Mil, reflecting a 19.52% gain to date.
AFFINITY WEALTH MANAGEMENT LLC XLF ($52.53) Holding Chart
AFFINITY WEALTH MANAGEMENT LLC XLF ($52.53) 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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