Heritage Family Offices, LLP Technology Sector Spdr Transaction History

Heritage Family Offices, LLP

  • $200 Billion
  • Q4 2024

A detailed history of Heritage Family Offices, LLP transactions in Technology Sector Spdr stock. As of the latest transaction made, Heritage Family Offices, LLP holds 2,901 shares of XLK stock, worth $694,209. This represents 0.34% of its overall portfolio holdings.

Number of Shares
2,901
Previous 2,898 0.1%
Holding current value
$694,209
Previous $654 Million 3.1%
% of portfolio
0.34%
Previous 0.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$220.26 - $241.44 $660 - $724
3 Added 0.1%
2,901 $675 Million
Q3 2024

Oct 16, 2024
BUY
$197.34 - $237.68 $592 - $713
3 Added 0.1%
2,898 $654 Million
Q2 2024

Aug 01, 2024
BUY
$192.53 - $231.41 $557,374 - $669,931
2,895 New
2,895 $655 Million

Others Institutions Holding XLK

# of Institutions
2,271
Shares Held
170M
Call Options Held
14.8M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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