Trek Financial, LLC XLY Holdings History
Trek Financial, LLC's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-03-31, Trek Financial, LLC held 127,611.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $25.20 Mil. This investment constitutes 1.82% of their stock portfolio, and Trek Financial, LLC now holds 0.13% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2019Q1. And since then Trek Financial, LLC has made 12 purchases of XLY, at an average price of $157.10, for a total of 327,472.00 shares. In addition, there have been 12 sales at an average price of $164.96 for 199,861.00 shares. Based on historical transaction data and XLY's current price of $222.80, Trek Financial, LLC's estimated gain on his XLY holdings is $9.95 Mil, reflecting a 19.35% gain to date.
Trek Financial, LLC XLY ($222.80) Holding Chart
Trek Financial, LLC XLY ($222.80) 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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