Number of Shares
85,089.00
Current Holdings Value*
$7.95 Mil
% of Portfolio
4.23%
Total Estimate Gain
$480,696.41
% of Total Estimate Gain
3.43%

Econ Financial Services Corp's The Energy Select Sector SPDR Fund Holding Summary

As of 2025-03-31, Econ Financial Services Corp held 85,089.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $7.95 Mil. This investment constitutes 4.23% of their stock portfolio, and Econ Financial Services Corp now holds 0.03% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.

The initial trade took place in 2021Q4. And since then Econ Financial Services Corp has made 5 purchases of XLE, at an average price of $78.74, for a total of 177,839.00 shares. In addition, there have been 2 sales at an average price of $78.35 for 92,750.00 shares. Based on historical transaction data and XLE's current price of $84.81, Econ Financial Services Corp's estimated gain on his XLE holdings is $480,696.41, reflecting a 3.43% gain to date.

Econ Financial Services Corp XLE ($84.81) Holding Chart

Econ Financial Services Corp XLE ($84.81) 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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