Socha Financial Group, LLC XLK Holdings History
Socha Financial Group, LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Socha Financial Group, LLC held 76,985.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $15.90 Mil. This investment constitutes 7.77% of their stock portfolio, and Socha Financial Group, LLC now holds 0.02% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2024Q1. And since then Socha Financial Group, LLC has made 3 purchases of XLK, at an average price of $230.95, for a total of 79,640.00 shares. In addition, there have been 1 sales at an average price of $210.58 for 2,655.00 shares. Based on historical transaction data and XLK's current price of $260.89, Socha Financial Group, LLC's estimated gain on his XLK holdings is $2.25 Mil, reflecting a 12.24% gain to date.
Socha Financial Group, LLC XLK ($260.89) Holding Chart
Socha Financial Group, LLC XLK ($260.89) 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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