Focused Wealth Management, Inc XLF Holdings History
Focused Wealth Management, Inc's Financial Select Sector SPDR Holding Summary
As of 2025-06-30, Focused Wealth Management, Inc held 455,945.00 shares of Financial Select Sector SPDR(XLF), totaling $23.88 Mil. This investment constitutes 2.89% of their stock portfolio, and Focused Wealth Management, Inc now holds 0.05% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2013Q4. And since then Focused Wealth Management, Inc has made 20 purchases of XLF, at an average price of $26.77, for a total of 721,635.20 shares. In addition, there have been 13 sales at an average price of $28.79 for 265,690.20 shares. Based on historical transaction data and XLF's current price of $52.54, Focused Wealth Management, Inc's estimated gain on his XLF holdings is $12.29 Mil, reflecting a 63.63% gain to date.
Focused Wealth Management, Inc XLF ($52.54) Holding Chart
Focused Wealth Management, Inc XLF ($52.54) 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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