Clarity Financial LLC XLK Holdings History

Number of Shares
115,877.00
Current Holdings Value*
$29.34 Mil
% of Portfolio
3.16%
Total Estimate Gain
$14.67 Mil
% of Total Estimate Gain
24.92%

Clarity Financial LLC's Technology Select Sector SPDR ETF Holding Summary

As of 2025-06-30, Clarity Financial LLC held 115,877.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $29.34 Mil. This investment constitutes 3.16% of their stock portfolio, and Clarity Financial LLC now holds 0.04% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2020Q4. And since then Clarity Financial LLC has made 8 purchases of XLK, at an average price of $146.49, for a total of 401,885.00 shares. In addition, there have been 10 sales at an average price of $151.68 for 286,008.00 shares. Based on historical transaction data and XLK's current price of $260.29, Clarity Financial LLC's estimated gain on his XLK holdings is $14.67 Mil, reflecting a 24.92% gain to date.

Clarity Financial LLC XLK ($260.29) Holding Chart

Clarity Financial LLC XLK ($260.29) 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 %

Top Ranked Articles

  • 1