Number of Shares
262,127.00
Current Holdings Value*
$13.06 Mil
% of Portfolio
3.66%
Total Estimate Gain
$8.32 Mil
% of Total Estimate Gain
41.22%

Frisch Financial Group, Inc.'s Financial Select Sector SPDR Holding Summary

As of 2025-03-31, Frisch Financial Group, Inc. held 262,127.00 shares of Financial Select Sector SPDR(XLF), totaling $13.06 Mil. This investment constitutes 3.66% of their stock portfolio, and Frisch Financial Group, Inc. now holds 0.03% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2018Q4. And since then Frisch Financial Group, Inc. has made 10 purchases of XLF, at an average price of $26.86, for a total of 751,621.00 shares. In addition, there have been 13 sales at an average price of $30.10 for 489,494.00 shares. Based on historical transaction data and XLF's current price of $52.55, Frisch Financial Group, Inc.'s estimated gain on his XLF holdings is $8.32 Mil, reflecting a 41.22% gain to date.

Frisch Financial Group, Inc. XLF ($52.55) Holding Chart

Frisch Financial Group, Inc. XLF ($52.55) 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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