Number of Shares
38,628.00
Current Holdings Value*
$9.78 Mil
% of Portfolio
6.96%
Total Estimate Gain
$3.34 Mil
% of Total Estimate Gain
44.36%

MontVue Capital Management, Inc.'s Technology Select Sector SPDR ETF Holding Summary

As of 2025-06-30, MontVue Capital Management, Inc. held 38,628.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $9.78 Mil. This investment constitutes 6.96% of their stock portfolio, and MontVue Capital Management, Inc. now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2023Q4. In addition, there have been 6 sales at an average price of $217.34 for 3,699.00 shares. Based on historical transaction data and XLK's current price of $260.83, MontVue Capital Management, Inc.'s estimated gain on his XLK holdings is $3.34 Mil, reflecting a 44.36% gain to date.

MontVue Capital Management, Inc. XLK ($260.83) Holding Chart

MontVue Capital Management, Inc. XLK ($260.83) 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 %

Top Ranked Articles

  • 1