Number of Shares
613,952.00
Current Holdings Value*
$30.58 Mil
% of Portfolio
4.41%
Total Estimate Gain
$4.49 Mil
% of Total Estimate Gain
12.50%

Flaharty Asset Management, LLC's Financial Select Sector SPDR Holding Summary

As of 2025-03-31, Flaharty Asset Management, LLC held 613,952.00 shares of Financial Select Sector SPDR(XLF), totaling $30.58 Mil. This investment constitutes 4.41% of their stock portfolio, and Flaharty Asset Management, LLC now holds 0.06% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2018Q2. And since then Flaharty Asset Management, LLC has made 7 purchases of XLF, at an average price of $39.57, for a total of 907,241.00 shares. In addition, there have been 4 sales at an average price of $27.74 for 293,289.00 shares. Based on historical transaction data and XLF's current price of $52.52, Flaharty Asset Management, LLC's estimated gain on his XLF holdings is $4.49 Mil, reflecting a 12.50% gain to date.

Flaharty Asset Management, LLC XLF ($52.52) Holding Chart

Flaharty Asset Management, LLC XLF ($52.52) 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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