Spectrum Wealth Counsel, LLC XLF Holdings History
Spectrum Wealth Counsel, LLC's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, Spectrum Wealth Counsel, LLC held 321,387.00 shares of Financial Select Sector SPDR(XLF), totaling $16.01 Mil. This investment constitutes 1.92% of their stock portfolio, and Spectrum Wealth Counsel, LLC now holds 0.03% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2024Q3. And since then Spectrum Wealth Counsel, LLC has made 3 purchases of XLF, at an average price of $45.77, for a total of 321,387.00 shares. Based on historical transaction data and XLF's current price of $52.54, Spectrum Wealth Counsel, LLC's estimated gain on his XLF holdings is $2.18 Mil, reflecting a 14.79% gain to date.
Spectrum Wealth Counsel, LLC XLF ($52.54) Holding Chart
Spectrum Wealth Counsel, LLC XLF ($52.54) 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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