Number of Shares
24,983.00
Current Holdings Value*
$5.16 Mil
% of Portfolio
2.88%
Total Estimate Gain
$2.19 Mil
% of Total Estimate Gain
0.19%

HORIZON FINANCIAL SERVICES, LLC's Technology Select Sector SPDR ETF Holding Summary

As of 2025-03-31, HORIZON FINANCIAL SERVICES, LLC held 24,983.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $5.16 Mil. This investment constitutes 2.88% of their stock portfolio, and HORIZON FINANCIAL SERVICES, LLC now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2021Q2. And since then HORIZON FINANCIAL SERVICES, LLC has made 9 purchases of XLK, at an average price of $226.44, for a total of 5.16 Mil shares. In addition, there have been 8 sales at an average price of $226.70 for 5.14 Mil shares. Based on historical transaction data and XLK's current price of $260.03, HORIZON FINANCIAL SERVICES, LLC's estimated gain on his XLK holdings is $2.19 Mil, reflecting a 0.19% gain to date.

HORIZON FINANCIAL SERVICES, LLC XLK ($260.03) Holding Chart

HORIZON FINANCIAL SERVICES, LLC 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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