Sequent Planning LLC Technology Sector Spdr Transaction History

Sequent Planning LLC

  • $278 Billion
  • Q1 2025

A detailed history of Sequent Planning LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Sequent Planning LLC holds 21,809 shares of XLK stock, worth $5.52 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares
21,809
Previous 14,217 53.4%
Holding current value
$5.52 Million
Previous $3.31 Billion 36.23%
% of portfolio
1.62%
Previous 1.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$206.38 - $242.18 $1.57 Million - $1.84 Million
7,592 Added 53.4%
21,809 $4.5 Billion
Q4 2024

Feb 11, 2025
BUY
$220.26 - $241.44 $785,667 - $861,216
3,567 Added 33.49%
14,217 $3.31 Billion
Q3 2024

Nov 14, 2024
BUY
$197.34 - $237.68 $181,158 - $218,190
918 Added 9.43%
10,650 $2.4 Billion
Q2 2024

Aug 12, 2024
SELL
$192.53 - $231.41 $55,833 - $67,108
-290 Reduced 2.89%
9,732 $2.22 Billion
Q1 2024

May 14, 2024
BUY
$184.12 - $211.02 $1.85 Million - $2.11 Million
10,022 New
10,022 $2.09 Billion

Others Institutions Holding XLK

# of Institutions
2,408
Shares Held
177M
Call Options Held
9.73M
Put Options Held
15.2M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Sequent Planning LLC Portfolio

Follow Sequent Planning 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 Sequent Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequent Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email