Capital Directions Investment Advisors, LLC Technology Sector Spdr Transaction History

Capital Directions Investment Advisors, LLC

$268 Million
Q4 2022

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 16, 2022	BUY	$141.39 - $175.52 $4,948 - $6,143	35 New	35 $6,000
Q3 2021 Nov 08, 2021	SELL	$147.91 - $159.7 $26,032 - $28,107	-176 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$131.31 - $147.82 $23,110 - $26,016	176 New	176 $26,000

Others Institutions Holding XLK

# of Institutions

2,240

Shares Held

168M

Call Options Held

14.8M

Put Options Held

18M

Bank Of America Corp Charlotte, NC

12.6M
Shares

$2.95 Billion
0.24% of portfolio
Wells Fargo & Company San Francisco, CA

10.7M
Shares

$2.51 Billion
0.56% of portfolio
Morgan Stanley New York, NY

9.64M
Shares

$2.25 Billion
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

7M
Shares

$1.63 Billion
0.72% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.5M
Shares

$1.28 Billion
0.33% of portfolio

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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