Number of Shares
397,248.00
Current Holdings Value*
$19.80 Mil
% of Portfolio
2.2%
Total Estimate Gain
$5.13 Mil
% of Total Estimate Gain
13.31%

Royal Fund Management, LLC's Financial Select Sector SPDR Holding Summary

As of 2025-03-31, Royal Fund Management, LLC held 397,248.00 shares of Financial Select Sector SPDR(XLF), totaling $19.80 Mil. This investment constitutes 2.2% of their stock portfolio, and Royal Fund Management, LLC now holds 0.04% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2018Q2. And since then Royal Fund Management, LLC has made 4 purchases of XLF, at an average price of $41.34, for a total of 931,578.00 shares. In addition, there have been 6 sales at an average price of $42.22 for 534,330.00 shares. Based on historical transaction data and XLF's current price of $53.07, Royal Fund Management, LLC's estimated gain on his XLF holdings is $5.13 Mil, reflecting a 13.31% gain to date.

Royal Fund Management, LLC XLF ($53.07) Holding Chart

Royal Fund Management, LLC XLF ($53.07) 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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