Number of Shares
468,257.00
Current Holdings Value*
$96.69 Mil
% of Portfolio
6.4%
Total Estimate Gain
$114.94 Mil
% of Total Estimate Gain
430.36%

BAR HARBOR WEALTH MANAGEMENT's Technology Select Sector SPDR ETF Holding Summary

As of 2025-03-31, BAR HARBOR WEALTH MANAGEMENT held 468,257.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $96.69 Mil. This investment constitutes 6.4% of their stock portfolio, and BAR HARBOR WEALTH MANAGEMENT now holds 0.15% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2013Q4. And since then BAR HARBOR WEALTH MANAGEMENT has made 14 purchases of XLK, at an average price of $40.05, for a total of 666,882.00 shares. In addition, there have been 24 sales at an average price of $112.15 for 198,625.00 shares. Based on historical transaction data and XLK's current price of $254.92, BAR HARBOR WEALTH MANAGEMENT's estimated gain on his XLK holdings is $114.94 Mil, reflecting a 430.36% gain to date.

BAR HARBOR WEALTH MANAGEMENT XLK ($254.92) Holding Chart

BAR HARBOR WEALTH MANAGEMENT XLK ($254.92) 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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