Trek Financial, LLC XLK Holdings History
Trek Financial, LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Trek Financial, LLC held 273,849.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $56.54 Mil. This investment constitutes 4.09% of their stock portfolio, and Trek Financial, LLC now holds 0.09% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2019Q1. And since then Trek Financial, LLC has made 13 purchases of XLK, at an average price of $119.14, for a total of 580,151.00 shares. In addition, there have been 11 sales at an average price of $129.24 for 306,302.00 shares. Based on historical transaction data and XLK's current price of $261.39, Trek Financial, LLC's estimated gain on his XLK holdings is $42.05 Mil, reflecting a 60.83% gain to date.
Trek Financial, LLC XLK ($261.39) Holding Chart
Trek Financial, LLC XLK ($261.39) 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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