Strategic Wealth Partners, Ltd. XLK Holdings History
Strategic Wealth Partners, Ltd.'s Technology Select Sector SPDR ETF Holding Summary
As of 2024-12-31, Strategic Wealth Partners, Ltd. held 6,970.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $1.67 Mil. This investment constitutes 0.14% of their stock portfolio, and Strategic Wealth Partners, Ltd. now holds 0% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2018Q2. And since then Strategic Wealth Partners, Ltd. has made 13 purchases of XLK, at an average price of $202.28, for a total of 45,843.00 shares. In addition, there have been 7 sales at an average price of $215.93 for 38,873.00 shares. Based on historical transaction data and XLK's current price of $260.29, Strategic Wealth Partners, Ltd.'s estimated gain on his XLK holdings is $935,260.35, reflecting a 10.09% gain to date.
Strategic Wealth Partners, Ltd. XLK ($260.29) Holding Chart
Strategic Wealth Partners, Ltd. XLK ($260.29) 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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