Number of Shares
163,725.00
Current Holdings Value*
$8.16 Mil
% of Portfolio
5.08%
Total Estimate Gain
$757,654.31
% of Total Estimate Gain
9.55%

Decker Retirement Planning Inc.'s Financial Select Sector SPDR Holding Summary

As of 2025-03-31, Decker Retirement Planning Inc. held 163,725.00 shares of Financial Select Sector SPDR(XLF), totaling $8.16 Mil. This investment constitutes 5.08% of their stock portfolio, and Decker Retirement Planning Inc. now holds 0.02% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2024Q4. And since then Decker Retirement Planning Inc. has made 1 purchases of XLF, at an average price of $48.44, for a total of 163,725.00 shares. Based on historical transaction data and XLF's current price of $53.07, Decker Retirement Planning Inc.'s estimated gain on his XLF holdings is $757,654.31, reflecting a 9.55% gain to date.

Decker Retirement Planning Inc. XLF ($53.07) Holding Chart

Decker Retirement Planning Inc. XLF ($53.07) 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 %

Top Ranked Articles

  • 1