Number of Shares
95,446.00
Current Holdings Value*
$24.17 Mil
% of Portfolio
9.19%
Total Estimate Gain
$8.96 Mil
% of Total Estimate Gain
54.57%

Tiller Private Wealth, Inc.'s Technology Select Sector SPDR ETF Holding Summary

As of 2025-06-30, Tiller Private Wealth, Inc. held 95,446.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $24.17 Mil. This investment constitutes 9.19% of their stock portfolio, and Tiller Private Wealth, Inc. now holds 0.03% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2021Q2. And since then Tiller Private Wealth, Inc. has made 15 purchases of XLK, at an average price of $168.47, for a total of 97,474.00 shares. In addition, there have been 2 sales at an average price of $221.90 for 2,028.00 shares. Based on historical transaction data and XLK's current price of $261.23, Tiller Private Wealth, Inc.'s estimated gain on his XLK holdings is $8.96 Mil, reflecting a 54.57% gain to date.

Tiller Private Wealth, Inc. XLK ($261.23) Holding Chart

Tiller Private Wealth, Inc. XLK ($261.23) 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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