Number of Shares
35,756.00
Current Holdings Value*
$4.82 Mil
% of Portfolio
0.56%
Total Estimate Gain
$4.94 Mil
% of Total Estimate Gain
47.79%

TOTH FINANCIAL ADVISORY CORP's Health Care Select Sector SPDR Holding Summary

As of 2025-06-30, TOTH FINANCIAL ADVISORY CORP held 35,756.00 shares of Health Care Select Sector SPDR(XLV), totaling $4.82 Mil. This investment constitutes 0.56% of their stock portfolio, and TOTH FINANCIAL ADVISORY CORP now holds 0.01% of the outstanding Health Care Select Sector SPDR(XLV) stock.

The initial trade took place in 2013Q4. And since then TOTH FINANCIAL ADVISORY CORP has made 28 purchases of XLV, at an average price of $76.05, for a total of 135,905.00 shares. In addition, there have been 15 sales at an average price of $104.31 for 100,149.00 shares. Based on historical transaction data and XLV's current price of $135.03, TOTH FINANCIAL ADVISORY CORP's estimated gain on his XLV holdings is $4.94 Mil, reflecting a 47.79% gain to date.

TOTH FINANCIAL ADVISORY CORP XLV ($135.03) Holding Chart

TOTH FINANCIAL ADVISORY CORP XLV ($135.03) 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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