Number of Shares
77,514.00
Current Holdings Value*
$11.32 Mil
% of Portfolio
5.53%
Total Estimate Gain
$-154,584.07
% of Total Estimate Gain
-1.48%

SFG Wealth Management, LLC.'s Health Care Select Sector SPDR Holding Summary

As of 2025-03-31, SFG Wealth Management, LLC. held 77,514.00 shares of Health Care Select Sector SPDR(XLV), totaling $11.32 Mil. This investment constitutes 5.53% of their stock portfolio, and SFG Wealth Management, LLC. now holds 0.03% of the outstanding Health Care Select Sector SPDR(XLV) stock.

The initial trade took place in 2022Q4. And since then SFG Wealth Management, LLC. has made 10 purchases of XLV, at an average price of $134.88, for a total of 77,514.00 shares. Based on historical transaction data and XLV's current price of $132.89, SFG Wealth Management, LLC.'s estimated gain on his XLV holdings is $-154,584.07, reflecting a -1.48% gain to date.

SFG Wealth Management, LLC. XLV ($132.89) Holding Chart

SFG Wealth Management, LLC. XLV ($132.89) 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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