ATLAS CAPITAL ADVISORS INC. XLK Holdings History
ATLAS CAPITAL ADVISORS INC.'s Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, ATLAS CAPITAL ADVISORS INC. held 76,068.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $15.71 Mil. This investment constitutes 1.98% of their stock portfolio, and ATLAS CAPITAL ADVISORS INC. now holds 0.02% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2018Q2. And since then ATLAS CAPITAL ADVISORS INC. has made 18 purchases of XLK, at an average price of $122.33, for a total of 167,416.00 shares. In addition, there have been 10 sales at an average price of $166.70 for 91,348.00 shares. Based on historical transaction data and XLK's current price of $248.75, ATLAS CAPITAL ADVISORS INC.'s estimated gain on his XLK holdings is $13.67 Mil, reflecting a 66.75% gain to date.
ATLAS CAPITAL ADVISORS INC. XLK ($248.75) Holding Chart
ATLAS CAPITAL ADVISORS INC. XLK ($248.75) 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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