Number of Shares
233,282.00
Current Holdings Value*
$12.22 Mil
% of Portfolio
1.43%
Total Estimate Gain
$7.63 Mil
% of Total Estimate Gain
48.22%

TOTH FINANCIAL ADVISORY CORP's Financial Select Sector SPDR Holding Summary

As of 2025-06-30, TOTH FINANCIAL ADVISORY CORP held 233,282.00 shares of Financial Select Sector SPDR(XLF), totaling $12.22 Mil. This investment constitutes 1.43% of their stock portfolio, and TOTH FINANCIAL ADVISORY CORP now holds 0.02% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2013Q4. And since then TOTH FINANCIAL ADVISORY CORP has made 37 purchases of XLF, at an average price of $25.54, for a total of 619,802.13 shares. In addition, there have been 9 sales at an average price of $28.99 for 386,520.13 shares. Based on historical transaction data and XLF's current price of $52.55, TOTH FINANCIAL ADVISORY CORP's estimated gain on his XLF holdings is $7.63 Mil, reflecting a 48.22% gain to date.

TOTH FINANCIAL ADVISORY CORP XLF ($52.55) Holding Chart

TOTH FINANCIAL ADVISORY CORP XLF ($52.55) 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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