Number of Shares
30,642.00
Current Holdings Value*
$6.33 Mil
% of Portfolio
1.47%
Total Estimate Gain
$4.17 Mil
% of Total Estimate Gain
107.53%

Cranbrook Wealth Management, LLC's Technology Select Sector SPDR ETF Holding Summary

As of 2025-03-31, Cranbrook Wealth Management, LLC held 30,642.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $6.33 Mil. This investment constitutes 1.47% of their stock portfolio, and Cranbrook Wealth Management, LLC now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2019Q1. And since then Cranbrook Wealth Management, LLC has made 22 purchases of XLK, at an average price of $121.85, for a total of 31,856.00 shares. In addition, there have been 4 sales at an average price of $149.74 for 1,214.00 shares. Based on historical transaction data and XLK's current price of $256.96, Cranbrook Wealth Management, LLC's estimated gain on his XLK holdings is $4.17 Mil, reflecting a 107.53% gain to date.

Cranbrook Wealth Management, LLC XLK ($256.96) Holding Chart

Cranbrook Wealth Management, LLC XLK ($256.96) 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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