Number of Shares
4,163.00
Current Holdings Value*
$1.05 Mil
% of Portfolio
0.87%
Total Estimate Gain
$31,747.45
% of Total Estimate Gain
0.74%

PMG Wealth Management, Inc.'s Technology Select Sector SPDR ETF Holding Summary

As of 2025-06-30, PMG Wealth Management, Inc. held 4,163.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $1.05 Mil. This investment constitutes 0.87% of their stock portfolio, and PMG Wealth Management, Inc. now holds 0% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $226.35 for 14,283.00 shares. Based on historical transaction data and XLK's current price of $262.85, PMG Wealth Management, Inc.'s estimated gain on his XLK holdings is $31,747.45, reflecting a 0.74% gain to date.

PMG Wealth Management, Inc. XLK ($262.85) Holding Chart

PMG Wealth Management, Inc. XLK ($262.85) 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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