Number of Shares
15,618.00
Current Holdings Value*
$3.22 Mil
% of Portfolio
1.04%
Total Estimate Gain
$5.46 Mil
% of Total Estimate Gain
59.35%

D.B. Root & Company, LLC's Technology Select Sector SPDR ETF Holding Summary

As of 2025-03-31, D.B. Root & Company, LLC held 15,618.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $3.22 Mil. This investment constitutes 1.04% of their stock portfolio, and D.B. Root & Company, LLC now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2018Q2. And since then D.B. Root & Company, LLC has made 8 purchases of XLK, at an average price of $85.56, for a total of 107,481.00 shares. In addition, there have been 20 sales at an average price of $115.16 for 91,863.00 shares. Based on historical transaction data and XLK's current price of $260.89, D.B. Root & Company, LLC's estimated gain on his XLK holdings is $5.46 Mil, reflecting a 59.35% gain to date.

D.B. Root & Company, LLC XLK ($260.89) Holding Chart

D.B. Root & Company, LLC XLK ($260.89) 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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