Number of Shares
37,343.00
Current Holdings Value*
$7.71 Mil
% of Portfolio
2.75%
Total Estimate Gain
$7.31 Mil
% of Total Estimate Gain
126.48%

Chesapeake Wealth Management's Technology Select Sector SPDR ETF Holding Summary

As of 2025-03-31, Chesapeake Wealth Management held 37,343.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $7.71 Mil. This investment constitutes 2.75% of their stock portfolio, and Chesapeake Wealth Management now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2018Q2. And since then Chesapeake Wealth Management has made 12 purchases of XLK, at an average price of $91.10, for a total of 63,443.00 shares. In addition, there have been 16 sales at an average price of $129.27 for 26,100.00 shares. Based on historical transaction data and XLK's current price of $260.19, Chesapeake Wealth Management's estimated gain on his XLK holdings is $7.31 Mil, reflecting a 126.48% gain to date.

Chesapeake Wealth Management XLK ($260.19) Holding Chart

Chesapeake Wealth Management XLK ($260.19) 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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