Number of Shares
141,609.00
Current Holdings Value*
$35.86 Mil
% of Portfolio
3.14%
Total Estimate Gain
$22.60 Mil
% of Total Estimate Gain
88.10%

PETREDIS INVESTMENT ADVISORS LLC's Technology Select Sector SPDR ETF Holding Summary

As of 2025-06-30, PETREDIS INVESTMENT ADVISORS LLC held 141,609.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $35.86 Mil. This investment constitutes 3.14% of their stock portfolio, and PETREDIS INVESTMENT ADVISORS LLC now holds 0.05% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2022Q4. And since then PETREDIS INVESTMENT ADVISORS LLC has made 3 purchases of XLK, at an average price of $130.84, for a total of 196,089.00 shares. In addition, there have been 7 sales at an average price of $213.10 for 54,480.00 shares. Based on historical transaction data and XLK's current price of $258.81, PETREDIS INVESTMENT ADVISORS LLC's estimated gain on his XLK holdings is $22.60 Mil, reflecting a 88.10% gain to date.

PETREDIS INVESTMENT ADVISORS LLC XLK ($258.81) Holding Chart

PETREDIS INVESTMENT ADVISORS LLC XLK ($258.81) 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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