CW Advisors, LLC XLK Holdings History
CW Advisors, LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, CW Advisors, LLC held 1.00 Mil shares of Technology Select Sector SPDR ETF(XLK), totaling $207.14 Mil. This investment constitutes 2.48% of their stock portfolio, and CW Advisors, LLC now holds 0.33% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2021Q4. And since then CW Advisors, LLC has made 8 purchases of XLK, at an average price of $162.04, for a total of 1.48 Mil shares. In addition, there have been 5 sales at an average price of $143.55 for 480,454.00 shares. Based on historical transaction data and XLK's current price of $260.89, CW Advisors, LLC's estimated gain on his XLK holdings is $90.27 Mil, reflecting a 37.55% gain to date.
CW Advisors, LLC XLK ($260.89) Holding Chart
CW Advisors, 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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