TOTH FINANCIAL ADVISORY CORP XLE Holdings History
TOTH FINANCIAL ADVISORY CORP's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-06-30, TOTH FINANCIAL ADVISORY CORP held 40,483.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $3.43 Mil. This investment constitutes 0.4% of their stock portfolio, and TOTH FINANCIAL ADVISORY CORP now holds 0.01% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2013Q4. And since then TOTH FINANCIAL ADVISORY CORP has made 32 purchases of XLE, at an average price of $64.53, for a total of 148,081.00 shares. In addition, there have been 12 sales at an average price of $74.42 for 107,598.00 shares. Based on historical transaction data and XLE's current price of $88.15, TOTH FINANCIAL ADVISORY CORP's estimated gain on his XLE holdings is $2.02 Mil, reflecting a 21.15% gain to date.
TOTH FINANCIAL ADVISORY CORP XLE ($88.15) Holding Chart
TOTH FINANCIAL ADVISORY CORP XLE ($88.15) 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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