Number of Shares
435.00
Current Holdings Value*
$89,720.00
% of Portfolio
0.01%
Total Estimate Gain
$-576,873.65
% of Total Estimate Gain
-2.57%

Stonebridge Financial Group, LLC's Technology Select Sector SPDR ETF Holding Summary

As of 2025-03-31, Stonebridge Financial Group, LLC held 435.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $89,720.00. This investment constitutes 0.01% of their stock portfolio, and Stonebridge Financial Group, LLC now holds 0% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $226.74 for 96,095.00 shares. Based on historical transaction data and XLK's current price of $260.89, Stonebridge Financial Group, LLC's estimated gain on his XLK holdings is $-576,873.65, reflecting a -2.57% gain to date.

Stonebridge Financial Group, LLC XLK ($260.89) Holding Chart

Stonebridge 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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