Number of Shares
11,901.00
Current Holdings Value*
$2.46 Mil
% of Portfolio
0.76%
Total Estimate Gain
$1.77 Mil
% of Total Estimate Gain
9.63%

Midwest Professional Planners, LTD.'s Technology Select Sector SPDR ETF Holding Summary

As of 2025-03-31, Midwest Professional Planners, LTD. held 11,901.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $2.46 Mil. This investment constitutes 0.76% of their stock portfolio, and Midwest Professional Planners, LTD. now holds 0% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2018Q2. And since then Midwest Professional Planners, LTD. has made 13 purchases of XLK, at an average price of $128.54, for a total of 143,186.00 shares. In addition, there have been 10 sales at an average price of $130.05 for 131,285.00 shares. Based on historical transaction data and XLK's current price of $260.89, Midwest Professional Planners, LTD.'s estimated gain on his XLK holdings is $1.77 Mil, reflecting a 9.63% gain to date.

Midwest Professional Planners, LTD. XLK ($260.89) Holding Chart

Midwest Professional Planners, LTD. 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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