Number of Shares
51,676.00
Current Holdings Value*
$2.71 Mil
% of Portfolio
0.31%
Total Estimate Gain
$3.46 Mil
% of Total Estimate Gain
15.49%

Teamwork Financial Advisors, LLC's Financial Select Sector SPDR Holding Summary

As of 2025-06-30, Teamwork Financial Advisors, LLC held 51,676.00 shares of Financial Select Sector SPDR(XLF), totaling $2.71 Mil. This investment constitutes 0.31% of their stock portfolio, and Teamwork Financial Advisors, LLC now holds 0.01% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2021Q3. And since then Teamwork Financial Advisors, LLC has made 9 purchases of XLF, at an average price of $40.89, for a total of 546,827.00 shares. In addition, there have been 7 sales at an average price of $46.67 for 495,151.00 shares. Based on historical transaction data and XLF's current price of $52.54, Teamwork Financial Advisors, LLC's estimated gain on his XLF holdings is $3.46 Mil, reflecting a 15.49% gain to date.

Teamwork Financial Advisors, LLC XLF ($52.54) Holding Chart

Teamwork Financial Advisors, LLC 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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