Number of Shares
22,794.00
Current Holdings Value*
$3.33 Mil
% of Portfolio
1.76%
Total Estimate Gain
$4.97 Mil
% of Total Estimate Gain
11.09%

INTERACTIVE FINANCIAL ADVISORS, INC.'s Health Care Select Sector SPDR Holding Summary

As of 2025-03-31, INTERACTIVE FINANCIAL ADVISORS, INC. held 22,794.00 shares of Health Care Select Sector SPDR(XLV), totaling $3.33 Mil. This investment constitutes 1.76% of their stock portfolio, and INTERACTIVE FINANCIAL ADVISORS, INC. now holds 0.01% of the outstanding Health Care Select Sector SPDR(XLV) stock.

The initial trade took place in 2013Q4. And since then INTERACTIVE FINANCIAL ADVISORS, INC. has made 25 purchases of XLV, at an average price of $110.71, for a total of 404,719.00 shares. In addition, there have been 18 sales at an average price of $122.34 for 381,925.00 shares. Based on historical transaction data and XLV's current price of $133.93, INTERACTIVE FINANCIAL ADVISORS, INC.'s estimated gain on his XLV holdings is $4.97 Mil, reflecting a 11.09% gain to date.

INTERACTIVE FINANCIAL ADVISORS, INC. XLV ($133.93) Holding Chart

INTERACTIVE FINANCIAL ADVISORS, INC. XLV ($133.93) 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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