Lokken Investment Group LLC XLSR Holdings History
Lokken Investment Group LLC's SPDR SSGA U.S. Sector Rotation ETF Holding Summary
As of 2025-03-31, Lokken Investment Group LLC held 18,077.00 shares of SPDR SSGA U.S. Sector Rotation ETF(XLSR), totaling $917,750.00. This investment constitutes 0.39% of their stock portfolio, and Lokken Investment Group LLC now holds 0.13% of the outstanding SPDR SSGA U.S. Sector Rotation ETF(XLSR) stock.
The initial trade took place in 2023Q1. And since then Lokken Investment Group LLC has made 5 purchases of XLSR, at an average price of $40.66, for a total of 52,609.00 shares. In addition, there have been 4 sales at an average price of $53.48 for 34,532.00 shares. Based on historical transaction data and XLSR's current price of $54.30, Lokken Investment Group LLC's estimated gain on his XLSR holdings is $689,010.03, reflecting a 32.21% gain to date.
Lokken Investment Group LLC XLSR ($54.30) Holding Chart
Lokken Investment Group LLC XLSR ($54.30) 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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