Spectrum Wealth Counsel, LLC XLK Holdings History
Spectrum Wealth Counsel, LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Spectrum Wealth Counsel, LLC held 158,473.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $32.72 Mil. This investment constitutes 3.93% of their stock portfolio, and Spectrum Wealth Counsel, LLC now holds 0.05% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2023Q4. And since then Spectrum Wealth Counsel, LLC has made 2 purchases of XLK, at an average price of $182.96, for a total of 221,091.00 shares. In addition, there have been 3 sales at an average price of $217.91 for 62,618.00 shares. Based on historical transaction data and XLK's current price of $260.89, Spectrum Wealth Counsel, LLC's estimated gain on his XLK holdings is $14.54 Mil, reflecting a 35.94% gain to date.
Spectrum Wealth Counsel, LLC XLK ($260.89) Holding Chart
Spectrum Wealth Counsel, 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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