Trek Financial, LLC XLF Holdings History
Trek Financial, LLC's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, Trek Financial, LLC held 681,145.00 shares of Financial Select Sector SPDR(XLF), totaling $33.93 Mil. This investment constitutes 2.45% of their stock portfolio, and Trek Financial, LLC now holds 0.07% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2019Q3. And since then Trek Financial, LLC has made 13 purchases of XLF, at an average price of $33.56, for a total of 1.25 Mil shares. In addition, there have been 10 sales at an average price of $33.13 for 571,691.00 shares. Based on historical transaction data and XLF's current price of $52.98, Trek Financial, LLC's estimated gain on his XLF holdings is $12.98 Mil, reflecting a 30.86% gain to date.
Trek Financial, LLC XLF ($52.98) Holding Chart
Trek Financial, LLC XLF ($52.98) 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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