A detailed history of M3 Advisory Group, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, M3 Advisory Group, LLC holds 7,957 shares of XLK stock, worth $1.86 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
7,957
Previous 7,426 7.15%
Holding current value
$1.86 Million
Previous $1.68 Billion 6.92%
% of portfolio
1.32%
Previous 1.38%

Shares

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

Oct 17, 2024

BUY
$197.34 - $237.68 $104,787 - $126,208
531 Added 7.15%
7,957 $1.8 Billion
Q2 2024

Jul 19, 2024

BUY
$192.53 - $231.41 $253,369 - $304,535
1,316 Added 21.54%
7,426 $1.68 Billion
Q1 2024

Apr 29, 2024

BUY
$184.12 - $211.02 $170,311 - $195,193
925 Added 17.84%
6,110 $1.27 Billion
Q4 2023

Mar 19, 2024

BUY
$160.19 - $193.07 $830,585 - $1 Million
5,185 New
5,185 $998 Million

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


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

Track M3 Advisory Group, LLC Portfolio

Follow M3 Advisory Group, 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 M3 Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on M3 Advisory Group, LLC with notifications on news.