Biltmore Wealth Management, LLC XLK Holdings History
Biltmore Wealth Management, LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-06-30, Biltmore Wealth Management, LLC held 120,988.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $30.64 Mil. This investment constitutes 12.4% of their stock portfolio, and Biltmore Wealth Management, LLC now holds 0.04% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2014Q4. And since then Biltmore Wealth Management, LLC has made 17 purchases of XLK, at an average price of $54.69, for a total of 386,582.00 shares. In addition, there have been 14 sales at an average price of $97.35 for 265,594.00 shares. Based on historical transaction data and XLK's current price of $260.89, Biltmore Wealth Management, LLC's estimated gain on his XLK holdings is $36.28 Mil, reflecting a 171.58% gain to date.
Biltmore Wealth Management, LLC XLK ($260.89) Holding Chart
Biltmore 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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