Number of Shares
483,999.00
Current Holdings Value*
$99.94 Mil
% of Portfolio
10.5%
Total Estimate Gain
$103.98 Mil
% of Total Estimate Gain
178.62%

Conservest Capital Advisors, Inc.'s Technology Select Sector SPDR ETF Holding Summary

As of 2025-03-31, Conservest Capital Advisors, Inc. held 483,999.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $99.94 Mil. This investment constitutes 10.5% of their stock portfolio, and Conservest Capital Advisors, Inc. now holds 0.16% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2018Q2. And since then Conservest Capital Advisors, Inc. has made 11 purchases of XLK, at an average price of $77.28, for a total of 753,248.00 shares. In addition, there have been 17 sales at an average price of $134.47 for 269,249.00 shares. Based on historical transaction data and XLK's current price of $260.29, Conservest Capital Advisors, Inc.'s estimated gain on his XLK holdings is $103.98 Mil, reflecting a 178.62% gain to date.

Conservest Capital Advisors, Inc. XLK ($260.29) Holding Chart

Conservest Capital Advisors, Inc. 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 %

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