Number of Shares
305,400.00
Current Holdings Value*
$63.06 Mil
% of Portfolio
2.72%
Total Estimate Gain
$26.14 Mil
% of Total Estimate Gain
37.64%

Cornerstone Advisors, LLC's Technology Select Sector SPDR ETF Holding Summary

As of 2025-03-31, Cornerstone Advisors, LLC held 305,400.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $63.06 Mil. This investment constitutes 2.72% of their stock portfolio, and Cornerstone Advisors, LLC now holds 0.1% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2020Q3. And since then Cornerstone Advisors, LLC has made 10 purchases of XLK, at an average price of $172.66, for a total of 402,200.00 shares. In addition, there have been 4 sales at an average price of $166.19 for 96,800.00 shares. Based on historical transaction data and XLK's current price of $260.29, Cornerstone Advisors, LLC's estimated gain on his XLK holdings is $26.14 Mil, reflecting a 37.64% gain to date.

Cornerstone Advisors, LLC XLK ($260.29) Holding Chart

Cornerstone Advisors, 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 %

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