Number of Shares
372,475.00
Current Holdings Value*
$18.55 Mil
% of Portfolio
0.57%
Total Estimate Gain
$1.79 Mil
% of Total Estimate Gain
1.99%

GRIMES & COMPANY, INC.'s Financial Select Sector SPDR Holding Summary

As of 2025-03-31, GRIMES & COMPANY, INC. held 372,475.00 shares of Financial Select Sector SPDR(XLF), totaling $18.55 Mil. This investment constitutes 0.57% of their stock portfolio, and GRIMES & COMPANY, INC. now holds 0.04% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2019Q2. And since then GRIMES & COMPANY, INC. has made 6 purchases of XLF, at an average price of $36.01, for a total of 2.50 Mil shares. In addition, there have been 8 sales at an average price of $33.95 for 2.13 Mil shares. Based on historical transaction data and XLF's current price of $52.54, GRIMES & COMPANY, INC.'s estimated gain on his XLF holdings is $1.79 Mil, reflecting a 1.99% gain to date.

GRIMES & COMPANY, INC. XLF ($52.54) Holding Chart

GRIMES & COMPANY, 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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