Number of Shares
22,743.00
Current Holdings Value*
$5.76 Mil
% of Portfolio
5.22%
Total Estimate Gain
$2.19 Mil
% of Total Estimate Gain
49.13%

C2C Wealth Management, LLC's Technology Select Sector SPDR ETF Holding Summary

As of 2025-06-30, C2C Wealth Management, LLC held 22,743.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $5.76 Mil. This investment constitutes 5.22% of their stock portfolio, and C2C Wealth Management, LLC now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2021Q4. And since then C2C Wealth Management, LLC has made 7 purchases of XLK, at an average price of $166.47, for a total of 26,808.00 shares. In addition, there have been 5 sales at an average price of $177.55 for 4,065.00 shares. Based on historical transaction data and XLK's current price of $260.89, C2C Wealth Management, LLC's estimated gain on his XLK holdings is $2.19 Mil, reflecting a 49.13% gain to date.

C2C Wealth Management, LLC XLK ($260.89) Holding Chart

C2C 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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