Compton Financial Group, LLC XLK Holdings History
Number of Shares
54,133.00
Current Holdings Value*
$11.18 Mil
% of Portfolio
3.22%
Total Estimate Gain
$1.68 Mil
% of Total Estimate Gain
13.71%
Compton Financial Group, LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Compton Financial Group, LLC held 54,133.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $11.18 Mil. This investment constitutes 3.22% of their stock portfolio, and Compton Financial Group, LLC now holds 0.02% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2025Q1. And since then Compton Financial Group, LLC has made 1 purchases of XLK, at an average price of $226.74, for a total of 54,133.00 shares. Based on historical transaction data and XLK's current price of $257.83, Compton Financial Group, LLC's estimated gain on his XLK holdings is $1.68 Mil, reflecting a 13.71% gain to date.
Compton Financial Group, LLC XLK ($257.83) Holding Chart
Compton Financial Group, LLC XLK ($257.83) 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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