Tactical Dividend & Momentum Fund XLF Holdings History
Tactical Dividend & Momentum Fund's Financial Select Sector SPDR Holding Summary
As of 2025-04-30, Tactical Dividend & Momentum Fund held 247,533.00 shares of Financial Select Sector SPDR(XLF), totaling $12.07 Mil. This investment constitutes 14.68% of their stock portfolio, and Tactical Dividend & Momentum Fund now holds 0.03% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2021Q1. And since then Tactical Dividend & Momentum Fund has made 7 purchases of XLF, at an average price of $34.20, for a total of 1.33 Mil shares. In addition, there have been 8 sales at an average price of $36.68 for 1.08 Mil shares. Based on historical transaction data and XLF's current price of $52.54, Tactical Dividend & Momentum Fund's estimated gain on his XLF holdings is $7.23 Mil, reflecting a 15.88% gain to date.
Tactical Dividend & Momentum Fund XLF ($52.54) Holding Chart
Tactical Dividend & Momentum Fund XLF ($52.54) 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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