Number of Shares
25,542.00
Current Holdings Value*
$6.56 Mil
% of Portfolio
1%
Total Estimate Gain
$3.74 Mil
% of Total Estimate Gain
14.56%

Accurate Wealth Management, LLC's Technology Select Sector SPDR ETF Holding Summary

As of 2025-06-30, Accurate Wealth Management, LLC held 25,542.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $6.56 Mil. This investment constitutes 1% of their stock portfolio, and Accurate Wealth Management, LLC now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2021Q2. And since then Accurate Wealth Management, LLC has made 8 purchases of XLK, at an average price of $163.11, for a total of 157,273.00 shares. In addition, there have been 8 sales at an average price of $172.51 for 131,731.00 shares. Based on historical transaction data and XLK's current price of $260.89, Accurate Wealth Management, LLC's estimated gain on his XLK holdings is $3.74 Mil, reflecting a 14.56% gain to date.

Accurate Wealth Management, LLC XLK ($260.89) Holding Chart

Accurate Wealth Management, LLC XLK ($260.89) 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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