Number of Shares
523,385.00
Current Holdings Value*
$132.54 Mil
% of Portfolio
3.61%
Total Estimate Gain
$36.19 Mil
% of Total Estimate Gain
16.64%

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

As of 2025-06-30, GRIMES & COMPANY, INC. held 523,385.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $132.54 Mil. This investment constitutes 3.61% of their stock portfolio, and GRIMES & COMPANY, INC. now holds 0.16% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2019Q3. And since then GRIMES & COMPANY, INC. has made 20 purchases of XLK, at an average price of $174.49, for a total of 1.25 Mil shares. In addition, there have been 5 sales at an average price of $161.64 for 723,421.00 shares. Based on historical transaction data and XLK's current price of $261.39, GRIMES & COMPANY, INC.'s estimated gain on his XLK holdings is $36.19 Mil, reflecting a 16.64% gain to date.

GRIMES & COMPANY, INC. XLK ($261.39) Holding Chart

GRIMES & COMPANY, INC. XLK ($261.39) 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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