Number of Shares
185,852.00
Current Holdings Value*
$9.26 Mil
% of Portfolio
4.74%
Total Estimate Gain
$1.25 Mil
% of Total Estimate Gain
13.85%

Client First Capital LLC's Financial Select Sector SPDR Holding Summary

As of 2025-03-31, Client First Capital LLC held 185,852.00 shares of Financial Select Sector SPDR(XLF), totaling $9.26 Mil. This investment constitutes 4.74% of their stock portfolio, and Client First Capital LLC now holds 0.02% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2021Q4. And since then Client First Capital LLC has made 3 purchases of XLF, at an average price of $45.43, for a total of 198,119.00 shares. In addition, there have been 2 sales at an average price of $39.26 for 12,267.00 shares. Based on historical transaction data and XLF's current price of $52.54, Client First Capital LLC's estimated gain on his XLF holdings is $1.25 Mil, reflecting a 13.85% gain to date.

Client First Capital LLC XLF ($52.54) Holding Chart

Client First Capital LLC XLF ($52.54) 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