Number of Shares
25,426.00
Current Holdings Value*
$5.25 Mil
% of Portfolio
1.27%
Total Estimate Gain
$1.38 Mil
% of Total Estimate Gain
22.16%

Newbridge Financial Services Group, Inc.'s Technology Select Sector SPDR ETF Holding Summary

As of 2025-03-31, Newbridge Financial Services Group, Inc. held 25,426.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $5.25 Mil. This investment constitutes 1.27% of their stock portfolio, and Newbridge Financial Services Group, Inc. now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2020Q3. And since then Newbridge Financial Services Group, Inc. has made 10 purchases of XLK, at an average price of $194.66, for a total of 32,015.00 shares. In addition, there have been 8 sales at an average price of $147.39 for 6,589.00 shares. Based on historical transaction data and XLK's current price of $261.23, Newbridge Financial Services Group, Inc.'s estimated gain on his XLK holdings is $1.38 Mil, reflecting a 22.16% gain to date.

Newbridge Financial Services Group, Inc. XLK ($261.23) Holding Chart

Newbridge Financial Services Group, Inc. XLK ($261.23) 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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