Number of Shares
756,328.00
Current Holdings Value*
$36.55 Mil
% of Portfolio
3.29%
Total Estimate Gain
$18.29 Mil
% of Total Estimate Gain
40.54%

Campbell Wealth Management's Financial Select Sector SPDR Holding Summary

As of 2024-12-31, Campbell Wealth Management held 756,328.00 shares of Financial Select Sector SPDR(XLF), totaling $36.55 Mil. This investment constitutes 3.29% of their stock portfolio, and Campbell Wealth Management now holds 0.07% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2018Q4. And since then Campbell Wealth Management has made 22 purchases of XLF, at an average price of $30.98, for a total of 1.46 Mil shares. In addition, there have been 2 sales at an average price of $34.47 for 699,977.00 shares. Based on historical transaction data and XLF's current price of $51.93, Campbell Wealth Management's estimated gain on his XLF holdings is $18.29 Mil, reflecting a 40.54% gain to date.

Campbell Wealth Management XLF ($51.93) Holding Chart

Campbell Wealth Management XLF ($51.93) 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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