Number of Shares
32,607.00
Current Holdings Value*
$6.73 Mil
% of Portfolio
2.89%
Total Estimate Gain
$3.14 Mil
% of Total Estimate Gain
58.74%

Zullo Investment Group, Inc.'s Technology Select Sector SPDR ETF Holding Summary

As of 2025-03-31, Zullo Investment Group, Inc. held 32,607.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $6.73 Mil. This investment constitutes 2.89% of their stock portfolio, and Zullo Investment Group, Inc. now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2021Q4. And since then Zullo Investment Group, Inc. has made 10 purchases of XLK, at an average price of $160.45, for a total of 33,368.00 shares. In addition, there have been 3 sales at an average price of $214.34 for 761.00 shares. Based on historical transaction data and XLK's current price of $255.64, Zullo Investment Group, Inc.'s estimated gain on his XLK holdings is $3.14 Mil, reflecting a 58.74% gain to date.

Zullo Investment Group, Inc. XLK ($255.64) Holding Chart

Zullo Investment Group, Inc. XLK ($255.64) 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 %

Top Ranked Articles

  • 1