Number of Shares
30,678.00
Current Holdings Value*
$6.33 Mil
% of Portfolio
6.05%
Total Estimate Gain
$880,400.07
% of Total Estimate Gain
12.33%

Sherman Asset Management, Inc.'s Technology Select Sector SPDR ETF Holding Summary

As of 2025-03-31, Sherman Asset Management, Inc. held 30,678.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $6.33 Mil. This investment constitutes 6.05% of their stock portfolio, and Sherman Asset Management, Inc. now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2024Q4. And since then Sherman Asset Management, Inc. has made 1 purchases of XLK, at an average price of $232.75, for a total of 30,678.00 shares. Based on historical transaction data and XLK's current price of $261.45, Sherman Asset Management, Inc.'s estimated gain on his XLK holdings is $880,400.07, reflecting a 12.33% gain to date.

Sherman Asset Management, Inc. XLK ($261.45) Holding Chart

Sherman Asset Management, Inc. XLK ($261.45) 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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