Clearstead Trust, LLC Technology Sector Spdr Transaction History

Clearstead Trust, LLC

  • $402 Million
  • Q1 2025

A detailed history of Clearstead Trust, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Clearstead Trust, LLC holds 1,551 shares of XLK stock, worth $363,182. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,551
Previous 1,304 18.94%
Holding current value
$363,182
Previous $303,000 5.61%
% of portfolio
0.08%
Previous 0.07%

Shares

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

May 09, 2025
BUY
$206.38 - $242.18 $50,975 - $59,818
247 Added 18.94%
1,551 $320,000
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

# of Institutions
2,406
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
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