Number of Shares
51,946.00
Current Holdings Value*
$2.59 Mil
% of Portfolio
0.28%
Total Estimate Gain
$707,008.67
% of Total Estimate Gain
15.36%

Telos Capital Management, Inc.'s Financial Select Sector SPDR Holding Summary

As of 2025-03-31, Telos Capital Management, Inc. held 51,946.00 shares of Financial Select Sector SPDR(XLF), totaling $2.59 Mil. This investment constitutes 0.28% of their stock portfolio, and Telos Capital Management, Inc. now holds 0.01% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2013Q4. And since then Telos Capital Management, Inc. has made 11 purchases of XLF, at an average price of $31.73, for a total of 145,056.82 shares. In addition, there have been 2 sales at an average price of $27.80 for 93,110.82 shares. Based on historical transaction data and XLF's current price of $52.39, Telos Capital Management, Inc.'s estimated gain on his XLF holdings is $707,008.67, reflecting a 15.36% gain to date.

Telos Capital Management, Inc. XLF ($52.39) Holding Chart

Telos Capital Management, Inc. XLF ($52.39) 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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