EHRLICH FINANCIAL GROUP XLK Holdings History
EHRLICH FINANCIAL GROUP's Technology Select Sector SPDR ETF Holding Summary
As of 2025-06-30, EHRLICH FINANCIAL GROUP held 20,688.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $5.24 Mil. This investment constitutes 3.39% of their stock portfolio, and EHRLICH FINANCIAL GROUP now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2023Q4. And since then EHRLICH FINANCIAL GROUP has made 5 purchases of XLK, at an average price of $199.65, for a total of 22,199.00 shares. In addition, there have been 1 sales at an average price of $232.87 for 1,511.00 shares. Based on historical transaction data and XLK's current price of $255.85, EHRLICH FINANCIAL GROUP's estimated gain on his XLK holdings is $1.21 Mil, reflecting a 27.37% gain to date.
EHRLICH FINANCIAL GROUP XLK ($255.85) Holding Chart
EHRLICH FINANCIAL GROUP XLK ($255.85) 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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