Number of Shares
51,632.00
Current Holdings Value*
$13.07 Mil
% of Portfolio
2.27%
Total Estimate Gain
$7.02 Mil
% of Total Estimate Gain
50.04%

CAPITAL INSIGHT PARTNERS, LLC's Technology Select Sector SPDR ETF Holding Summary

As of 2025-06-30, CAPITAL INSIGHT PARTNERS, LLC held 51,632.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $13.07 Mil. This investment constitutes 2.27% of their stock portfolio, and CAPITAL INSIGHT PARTNERS, LLC now holds 0.02% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2020Q2. And since then CAPITAL INSIGHT PARTNERS, LLC has made 3 purchases of XLK, at an average price of $135.75, for a total of 103,399.00 shares. In addition, there have been 17 sales at an average price of $146.45 for 51,767.00 shares. Based on historical transaction data and XLK's current price of $261.06, CAPITAL INSIGHT PARTNERS, LLC's estimated gain on his XLK holdings is $7.02 Mil, reflecting a 50.04% gain to date.

CAPITAL INSIGHT PARTNERS, LLC XLK ($261.06) Holding Chart

CAPITAL INSIGHT PARTNERS, LLC XLK ($261.06) 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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