WBH ADVISORY INC XLK Holdings History
WBH ADVISORY INC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, WBH ADVISORY INC held 124,531.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $25.71 Mil. This investment constitutes 2.4% of their stock portfolio, and WBH ADVISORY INC now holds 0.04% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2015Q1. And since then WBH ADVISORY INC has made 22 purchases of XLK, at an average price of $104.24, for a total of 190,426.00 shares. In addition, there have been 9 sales at an average price of $119.86 for 65,895.00 shares. Based on historical transaction data and XLK's current price of $256.29, WBH ADVISORY INC's estimated gain on his XLK holdings is $19.96 Mil, reflecting a 100.57% gain to date.
WBH ADVISORY INC XLK ($256.29) Holding Chart
WBH ADVISORY INC XLK ($256.29) 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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