A detailed history of Financial Perspectives, Inc transactions in Technology Sector Spdr stock. As of the latest transaction made, Financial Perspectives, Inc holds 475 shares of XLK stock, worth $110,841. This represents 0.04% of its overall portfolio holdings.

Number of Shares
475
Previous 475 -0.0%
Holding current value
$110,841
Previous $107 Million 0.09%
% of portfolio
0.04%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$192.53 - $231.41 $192 - $231
1 Added 0.21%
475 $107 Million
Q4 2023

Feb 01, 2024

BUY
$160.19 - $193.07 $160 - $193
1 Added 0.21%
474 $91.1 Million
Q3 2023

Jan 09, 2024

BUY
$161.97 - $180.26 $161 - $180
1 Added 0.21%
473 $77.5 Million
Q2 2023

Jan 09, 2024

BUY
$143.97 - $174.63 $143 - $174
1 Added 0.21%
472 $82.1 Million
Q4 2022

Jan 09, 2024

BUY
$116.56 - $136.15 $116 - $136
1 Added 0.21%
471 $58.6 Million
Q3 2022

Jan 09, 2024

BUY
$118.78 - $151.56 $118 - $151
1 Added 0.21%
470 $55.8 Million
Q2 2022

Jan 09, 2024

BUY
$123.49 - $161.47 $123 - $161
1 Added 0.21%
469 $59.6 Million
Q4 2021

Jan 09, 2024

BUY
$148.06 - $176.65 $148 - $176
1 Added 0.21%
468 $81.3 Million
Q2 2021

Jan 09, 2024

SELL
$131.31 - $147.82 $8.07 Million - $9.08 Million
-61,445 Reduced 99.25%
467 $68.9 Million
Q1 2021

Jan 09, 2024

BUY
$125.83 - $138.59 $7.73 Million - $8.52 Million
61,446 Added 13185.84%
61,912 $466,000
Q4 2020

Jan 09, 2024

BUY
$110.86 - $130.52 $33,923 - $39,939
306 Added 191.25%
466 $60.5 Million
Q4 2019

Jan 09, 2024

BUY
$78.28 - $91.92 $12,524 - $14,707
160 New
160 $14.7 Million

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


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

Track Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc 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 Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.