Phillips Wealth Planners LLC XLK Holdings History
Phillips Wealth Planners LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-06-30, Phillips Wealth Planners LLC held 8,042.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $2.06 Mil. This investment constitutes 1.87% of their stock portfolio, and Phillips Wealth Planners LLC now holds 0% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2022Q4. And since then Phillips Wealth Planners LLC has made 5 purchases of XLK, at an average price of $141.27, for a total of 10,893.00 shares. In addition, there have been 5 sales at an average price of $180.88 for 2,851.00 shares. Based on historical transaction data and XLK's current price of $260.29, Phillips Wealth Planners LLC's estimated gain on his XLK holdings is $1.07 Mil, reflecting a 69.54% gain to date.
Phillips Wealth Planners LLC XLK ($260.29) Holding Chart
Phillips Wealth Planners LLC XLK ($260.29) 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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