Fox Financial, Inc XLK Holdings History

Number of Shares
53,812.00
Current Holdings Value*
$11.11 Mil
% of Portfolio
10.46%
Total Estimate Gain
$5.89 Mil
% of Total Estimate Gain
39.29%

Fox Financial, Inc's Technology Select Sector SPDR ETF Holding Summary

As of 2025-03-31, Fox Financial, Inc held 53,812.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $11.11 Mil. This investment constitutes 10.46% of their stock portfolio, and Fox Financial, Inc now holds 0.02% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2023Q4. And since then Fox Financial, Inc has made 1 purchases of XLK, at an average price of $178.45, for a total of 83,990.00 shares. In addition, there have been 4 sales at an average price of $228.14 for 30,178.00 shares. Based on historical transaction data and XLK's current price of $260.03, Fox Financial, Inc's estimated gain on his XLK holdings is $5.89 Mil, reflecting a 39.29% gain to date.

Fox Financial, Inc XLK ($260.03) Holding Chart

Fox Financial, Inc XLK ($260.03) 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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