KFA Private Wealth Group, LLC XLK Holdings History
KFA Private Wealth Group, LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, KFA Private Wealth Group, LLC held 32,626.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $6.74 Mil. This investment constitutes 2.36% of their stock portfolio, and KFA Private Wealth Group, LLC now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2019Q4. And since then KFA Private Wealth Group, LLC has made 13 purchases of XLK, at an average price of $178.83, for a total of 39,665.00 shares. In addition, there have been 8 sales at an average price of $128.84 for 7,039.00 shares. Based on historical transaction data and XLK's current price of $256.96, KFA Private Wealth Group, LLC's estimated gain on his XLK holdings is $2.20 Mil, reflecting a 30.98% gain to date.
KFA Private Wealth Group, LLC XLK ($256.96) Holding Chart
KFA Private Wealth Group, LLC XLK ($256.96) 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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