A detailed history of Capital Advisors Inc transactions in Technology Sector Spdr stock. As of the latest transaction made, Capital Advisors Inc holds 10,410 shares of XLK stock, worth $2.42 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,410
Previous 10,697 2.68%
Holding current value
$2.42 Million
Previous $2.06 Million 5.34%
% of portfolio
0.05%
Previous 0.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024

SELL
$184.12 - $211.02 $52,842 - $60,562
-287 Reduced 2.68%
10,410 $2.17 Million
Q4 2023

Jan 29, 2024

SELL
$160.19 - $193.07 $61,032 - $73,559
-381 Reduced 3.44%
10,697 $2.06 Million
Q3 2023

Oct 24, 2023

BUY
$161.97 - $180.26 $248,947 - $277,059
1,537 Added 16.11%
11,078 $1.82 Million
Q2 2023

Jul 18, 2023

BUY
$143.97 - $174.63 $11,373 - $13,795
79 Added 0.83%
9,541 $1.66 Million
Q1 2023

Apr 19, 2023

BUY
$121.18 - $151.01 $442,549 - $551,488
3,652 Added 62.86%
9,462 $1.43 Million
Q4 2022

Jan 17, 2023

SELL
$119.89 - $136.15 $107,541 - $122,126
-897 Reduced 13.37%
5,810 $0
Q3 2022

Oct 17, 2022

BUY
N/A
1 Added 0.01%
6,707 $0
Q2 2022

Jul 15, 2022

SELL
N/A
-585 Reduced 8.02%
6,706 $853,000
Q1 2022

May 05, 2022

BUY
N/A
1,511 Added 26.14%
7,291 $1.16 Million
Q4 2021

Jan 27, 2022

SELL
N/A
-433 Reduced 6.97%
5,780 $0
Q3 2021

Oct 25, 2021

BUY
N/A
430 Added 7.44%
6,213 $928,000
Q2 2021

Aug 02, 2021

SELL
N/A
-96 Reduced 1.63%
5,783 $854,000
Q1 2021

May 25, 2021

BUY
N/A
2,147 Added 57.53%
5,879 $781,000
Q4 2020

Feb 08, 2021

BUY
N/A
3,732 New
3,732 $0

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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