Measured Wealth Private Client Group, LLC XLK Holdings History
Measured Wealth Private Client Group, LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Measured Wealth Private Client Group, LLC held 60,099.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $12.41 Mil. This investment constitutes 3.98% of their stock portfolio, and Measured Wealth Private Client Group, LLC now holds 0.02% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2018Q2. And since then Measured Wealth Private Client Group, LLC has made 10 purchases of XLK, at an average price of $175.59, for a total of 75,026.00 shares. In addition, there have been 6 sales at an average price of $137.84 for 14,927.00 shares. Based on historical transaction data and XLK's current price of $257.83, Measured Wealth Private Client Group, LLC's estimated gain on his XLK holdings is $4.38 Mil, reflecting a 33.24% gain to date.
Measured Wealth Private Client Group, LLC XLK ($257.83) Holding Chart
Measured Wealth Private Client Group, LLC XLK ($257.83) 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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