Bellwether Advisors, LLC XLK Holdings History
Bellwether Advisors, LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Bellwether Advisors, LLC held 349,151.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $72.09 Mil. This investment constitutes 15.06% of their stock portfolio, and Bellwether Advisors, LLC now holds 0.11% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2020Q4. And since then Bellwether Advisors, LLC has made 6 purchases of XLK, at an average price of $164.10, for a total of 667,238.00 shares. In addition, there have been 7 sales at an average price of $185.32 for 318,087.00 shares. Based on historical transaction data and XLK's current price of $257.29, Bellwether Advisors, LLC's estimated gain on his XLK holdings is $39.29 Mil, reflecting a 35.88% gain to date.
Bellwether Advisors, LLC XLK ($257.29) Holding Chart
Bellwether Advisors, LLC XLK ($257.29) 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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