Number of Shares
44,456.00
Current Holdings Value*
$6.56 Mil
% of Portfolio
0.77%
Total Estimate Gain
$7.50 Mil
% of Total Estimate Gain
66.31%

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

As of 2025-06-30, TOTH FINANCIAL ADVISORY CORP held 44,456.00 shares of Industrial Select Sector SPDR(XLI), totaling $6.56 Mil. This investment constitutes 0.77% of their stock portfolio, and TOTH FINANCIAL ADVISORY CORP now holds 0.03% of the outstanding Industrial Select Sector SPDR(XLI) stock.

The initial trade took place in 2013Q4. And since then TOTH FINANCIAL ADVISORY CORP has made 27 purchases of XLI, at an average price of $62.05, for a total of 182,237.00 shares. In addition, there have been 18 sales at an average price of $87.77 for 137,781.00 shares. Based on historical transaction data and XLI's current price of $151.01, TOTH FINANCIAL ADVISORY CORP's estimated gain on his XLI holdings is $7.50 Mil, reflecting a 66.31% gain to date.

TOTH FINANCIAL ADVISORY CORP XLI ($151.01) Holding Chart

TOTH FINANCIAL ADVISORY CORP XLI ($151.01) 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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