SPINNAKER TRUST XLF Holdings History

Number of Shares
488,312.00
Current Holdings Value*
$24.32 Mil
% of Portfolio
1.59%
Total Estimate Gain
$27.17 Mil
% of Total Estimate Gain
80.88%

SPINNAKER TRUST's Financial Select Sector SPDR Holding Summary

As of 2025-03-31, SPINNAKER TRUST held 488,312.00 shares of Financial Select Sector SPDR(XLF), totaling $24.32 Mil. This investment constitutes 1.59% of their stock portfolio, and SPINNAKER TRUST now holds 0.05% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2013Q4. And since then SPINNAKER TRUST has made 12 purchases of XLF, at an average price of $19.78, for a total of 1.70 Mil shares. In addition, there have been 25 sales at an average price of $28.95 for 1.21 Mil shares. Based on historical transaction data and XLF's current price of $52.68, SPINNAKER TRUST's estimated gain on his XLF holdings is $27.17 Mil, reflecting a 80.88% gain to date.

SPINNAKER TRUST XLF ($52.68) Holding Chart

SPINNAKER TRUST XLF ($52.68) 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 %

Top Ranked Articles

  • 1