Number of Shares
347,711.00
Current Holdings Value*
$18.21 Mil
% of Portfolio
4.11%
Total Estimate Gain
$849,057.40
% of Total Estimate Gain
4.86%

Rezny Wealth Management, Inc.'s Financial Select Sector SPDR Holding Summary

As of 2025-06-30, Rezny Wealth Management, Inc. held 347,711.00 shares of Financial Select Sector SPDR(XLF), totaling $18.21 Mil. This investment constitutes 4.11% of their stock portfolio, and Rezny Wealth Management, Inc. now holds 0.04% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2024Q4. And since then Rezny Wealth Management, Inc. has made 2 purchases of XLF, at an average price of $50.10, for a total of 348,562.00 shares. In addition, there have been 1 sales at an average price of $49.50 for 851.00 shares. Based on historical transaction data and XLF's current price of $52.54, Rezny Wealth Management, Inc.'s estimated gain on his XLF holdings is $849,057.40, reflecting a 4.86% gain to date.

Rezny Wealth Management, Inc. XLF ($52.54) Holding Chart

Rezny Wealth Management, Inc. XLF ($52.54) 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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