Number of Shares
105,703.00
Current Holdings Value*
$21.83 Mil
% of Portfolio
12.34%
Total Estimate Gain
$11.22 Mil
% of Total Estimate Gain
54.49%

Fairfield Financial Advisors, LTD's Technology Select Sector SPDR ETF Holding Summary

As of 2025-03-31, Fairfield Financial Advisors, LTD held 105,703.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $21.83 Mil. This investment constitutes 12.34% of their stock portfolio, and Fairfield Financial Advisors, LTD now holds 0.03% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2022Q1. And since then Fairfield Financial Advisors, LTD has made 1 purchases of XLK, at an average price of $157.00, for a total of 131,139.00 shares. In addition, there have been 9 sales at an average price of $168.78 for 25,436.00 shares. Based on historical transaction data and XLK's current price of $260.29, Fairfield Financial Advisors, LTD's estimated gain on his XLK holdings is $11.22 Mil, reflecting a 54.49% gain to date.

Fairfield Financial Advisors, LTD XLK ($260.29) Holding Chart

Fairfield Financial Advisors, LTD XLK ($260.29) 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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