A detailed history of Clearstead Trust, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Clearstead Trust, LLC holds 1,304 shares of XLK stock, worth $300,976. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,304
Previous 1,424 8.43%
Holding current value
$300,976
Previous $322,000 8.7%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Nov 13, 2024

SELL
$197.34 - $237.68 $23,680 - $28,521
-120 Reduced 8.43%
1,304 $294,000
Q4 2023

Feb 06, 2024

BUY
$160.19 - $193.07 $67,920 - $81,861
424 Added 42.4%
1,424 $274,000
Q2 2021

Aug 12, 2021

BUY
$131.31 - $147.82 $131,310 - $147,820
1,000 New
1,000 $148,000
Q1 2021

Apr 30, 2021

SELL
$125.83 - $138.59 $125,830 - $138,590
-1,000 Closed
0 $0
Q4 2018

Feb 13, 2019

BUY
N/A
1,000 New
1,000 $0

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


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