Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. XLK Holdings History
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Holt Capital Advisors, L.L.C. dba Holt Capital Par held 172,943.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $35.71 Mil. This investment constitutes 5.45% of their stock portfolio, and Holt Capital Advisors, L.L.C. dba Holt Capital Par now holds 0.06% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2014Q1. And since then Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. has made 28 purchases of XLK, at an average price of $103.81, for a total of 184,317.00 shares. In addition, there have been 6 sales at an average price of $171.23 for 11,374.00 shares. Based on historical transaction data and XLK's current price of $260.89, Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s estimated gain on his XLK holdings is $27.93 Mil, reflecting a 146.00% gain to date.
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. XLK ($260.89) Holding Chart
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. XLK ($260.89) 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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