Number of Shares
13,571.00
Current Holdings Value*
$3.44 Mil
% of Portfolio
1.68%
Total Estimate Gain
$1.57 Mil
% of Total Estimate Gain
14.96%

Northstar Advisory Group, LLC's Technology Select Sector SPDR ETF Holding Summary

As of 2025-06-30, Northstar Advisory Group, LLC held 13,571.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $3.44 Mil. This investment constitutes 1.68% of their stock portfolio, and Northstar Advisory Group, LLC now holds 0% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2023Q4. And since then Northstar Advisory Group, LLC has made 2 purchases of XLK, at an average price of $188.72, for a total of 55,522.00 shares. In addition, there have been 1 sales at an average price of $202.25 for 41,951.00 shares. Based on historical transaction data and XLK's current price of $262.39, Northstar Advisory Group, LLC's estimated gain on his XLK holdings is $1.57 Mil, reflecting a 14.96% gain to date.

Northstar Advisory Group, LLC XLK ($262.39) Holding Chart

Northstar Advisory Group, LLC XLK ($262.39) 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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