PTM WEALTH MANAGEMENT, LLC XLK Holdings History
PTM WEALTH MANAGEMENT, LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-06-30, PTM WEALTH MANAGEMENT, LLC held 85,781.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $22.04 Mil. This investment constitutes 14.59% of their stock portfolio, and PTM WEALTH MANAGEMENT, LLC now holds 0.03% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2025Q1. And since then PTM WEALTH MANAGEMENT, LLC has made 1 purchases of XLK, at an average price of $226.33, for a total of 85,781.00 shares. Based on historical transaction data and XLK's current price of $261.39, PTM WEALTH MANAGEMENT, LLC's estimated gain on his XLK holdings is $3.01 Mil, reflecting a 15.49% gain to date.
PTM WEALTH MANAGEMENT, LLC XLK ($261.39) Holding Chart
PTM WEALTH MANAGEMENT, LLC XLK ($261.39) 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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