Asset Allocation Strategies LLC Technology Sector Spdr Transaction History

Asset Allocation Strategies LLC

  • $402 Billion
  • Q1 2025

A detailed history of Asset Allocation Strategies LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 1,702 shares of XLK stock, worth $393,008. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,702
Previous 1,505 13.09%
Holding current value
$393,008
Previous $355 Million 0.98%
% of portfolio
0.09%
Previous 0.09%

Shares

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

May 15, 2025
BUY
$206.38 - $242.18 $40,656 - $47,709
197 Added 13.09%
1,702 $351 Million
Q4 2024

May 15, 2025
BUY
$220.26 - $241.44 $98,896 - $108,406
449 Added 42.52%
1,505 $355 Million
Q3 2024

Nov 18, 2024
BUY
$197.34 - $237.68 $208,391 - $250,990
1,056 New
1,056 $238 Million

Others Institutions Holding XLK

# of Institutions
2,407
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 Asset Allocation Strategies LLC Portfolio

Follow Asset Allocation Strategies 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 Asset Allocation Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Asset Allocation Strategies LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email