A detailed history of Grey Fox Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 925 shares of XLK stock, worth $221,981. This represents 0.06% of its overall portfolio holdings.

Number of Shares
925
Previous 1,592 41.9%
Holding current value
$221,981
Previous $360 Million 42.04%
% of portfolio
0.06%
Previous 0.13%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

SELL
$197.34 - $237.68 $131,625 - $158,532
-667 Reduced 41.9%
925 $209 Million
Q2 2024

Jul 30, 2024

BUY
$192.53 - $231.41 $577 - $694
3 Added 0.19%
1,592 $360 Million
Q1 2024

Apr 11, 2024

BUY
$184.12 - $211.02 $368 - $422
2 Added 0.13%
1,589 $331 Million
Q4 2023

Jan 17, 2024

BUY
$160.19 - $193.07 $640 - $772
4 Added 0.25%
1,587 $305 Million
Q3 2023

Oct 24, 2023

BUY
$161.97 - $180.26 $485 - $540
3 Added 0.19%
1,583 $260 Million
Q2 2023

Aug 03, 2023

SELL
$143.97 - $174.63 $91,420 - $110,890
-635 Reduced 28.67%
1,580 $275 Million
Q1 2023

May 09, 2023

BUY
$121.18 - $151.01 $77,797 - $96,948
642 Added 40.81%
2,215 $335 Million
Q4 2022

Feb 14, 2023

BUY
$116.56 - $136.15 $183,348 - $214,163
1,573 New
1,573 $196 Million

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Grey Fox Wealth Advisors, LLC Portfolio

Follow Grey Fox Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Grey Fox Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Grey Fox Wealth Advisors, LLC with notifications on news.