Number of Shares
213,021.00
Current Holdings Value*
$10.61 Mil
% of Portfolio
2.4%
Total Estimate Gain
$1.25 Mil
% of Total Estimate Gain
6.17%

Vickerman Investment Advisors, Inc.'s Financial Select Sector SPDR Holding Summary

As of 2025-03-31, Vickerman Investment Advisors, Inc. held 213,021.00 shares of Financial Select Sector SPDR(XLF), totaling $10.61 Mil. This investment constitutes 2.4% of their stock portfolio, and Vickerman Investment Advisors, Inc. now holds 0.02% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2021Q3. And since then Vickerman Investment Advisors, Inc. has made 8 purchases of XLF, at an average price of $38.92, for a total of 519,860.00 shares. In addition, there have been 6 sales at an average price of $33.53 for 306,839.00 shares. Based on historical transaction data and XLF's current price of $52.54, Vickerman Investment Advisors, Inc.'s estimated gain on his XLF holdings is $1.25 Mil, reflecting a 6.17% gain to date.

Vickerman Investment Advisors, Inc. XLF ($52.54) Holding Chart

Vickerman Investment Advisors, Inc. XLF ($52.54) 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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