AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP XLK Holdings History
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's Technology Select Sector SPDR ETF Holding Summary
As of 2025-06-30, AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP held 16,655.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $4.18 Mil. This investment constitutes 2.67% of their stock portfolio, and AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2021Q4. And since then AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP has made 5 purchases of XLK, at an average price of $166.15, for a total of 30,294.00 shares. In addition, there have been 9 sales at an average price of $168.74 for 13,639.00 shares. Based on historical transaction data and XLK's current price of $261.39, AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's estimated gain on his XLK holdings is $1.62 Mil, reflecting a 32.22% gain to date.
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP XLK ($261.39) Holding Chart
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP XLK ($261.39) 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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