Number of Shares
104,309.00
Current Holdings Value*
$5.20 Mil
% of Portfolio
2.23%
Total Estimate Gain
$1.47 Mil
% of Total Estimate Gain
35.12%

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

As of 2025-03-31, Zullo Investment Group, Inc. held 104,309.00 shares of Financial Select Sector SPDR(XLF), totaling $5.20 Mil. This investment constitutes 2.23% of their stock portfolio, and Zullo Investment Group, Inc. now holds 0.01% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2021Q4. And since then Zullo Investment Group, Inc. has made 9 purchases of XLF, at an average price of $38.51, for a total of 108,417.00 shares. In addition, there have been 4 sales at an average price of $39.22 for 4,108.00 shares. Based on historical transaction data and XLF's current price of $52.54, Zullo Investment Group, Inc.'s estimated gain on his XLF holdings is $1.47 Mil, reflecting a 35.12% gain to date.

Zullo Investment Group, Inc. XLF ($52.54) Holding Chart

Zullo Investment Group, 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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