Colton Groome Financial Advisors, LLC Technology Sector Spdr Transaction History

Colton Groome Financial Advisors, LLC

  • $249 Million
  • Q1 2024

A detailed history of Colton Groome Financial Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 15,568 shares of XLK stock, worth $3.52 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
15,568
Previous 13,673 13.86%
Holding current value
$3.52 Million
Previous $2.63 Million 23.22%
% of portfolio
1.3%
Previous 1.15%

Shares

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

Apr 18, 2024
BUY
$184.12 - $211.02 $348,907 - $399,882
1,895 Added 13.86%
15,568 $3.24 Million
Q4 2023

Jan 31, 2024
BUY
$160.19 - $193.07 $293,147 - $353,318
1,830 Added 15.45%
13,673 $2.63 Million
Q3 2023

Oct 23, 2023
BUY
$161.97 - $180.26 $123,583 - $137,538
763 Added 6.89%
11,843 $1.94 Million
Q2 2023

Jul 27, 2023
BUY
$143.97 - $174.63 $814,870 - $988,405
5,660 Added 104.43%
11,080 $1.93 Million
Q1 2023

Apr 17, 2023
BUY
$121.18 - $151.01 $19,388 - $24,161
160 Added 3.04%
5,420 $818,000
Q4 2022

Jan 25, 2023
SELL
$119.89 - $136.15 $279,943 - $317,910
-2,335 Reduced 30.74%
5,260 $0
Q3 2022

Oct 20, 2022
BUY
N/A
990 Added 14.99%
7,595 $902,000
Q2 2022

Jul 26, 2022
BUY
N/A
2,590 Added 64.51%
6,605 $840,000
Q1 2022

Apr 18, 2022
BUY
N/A
1,075 Added 36.56%
4,015 $638,000
Q4 2021

Jan 19, 2022
BUY
N/A
85 Added 2.98%
2,940 $511,000
Q3 2021

Oct 18, 2021
SELL
N/A
-50 Reduced 1.72%
2,855 $426,000
Q2 2021

Jul 21, 2021
BUY
N/A
425 Added 17.14%
2,905 $429,000
Q1 2021

Apr 21, 2021
BUY
N/A
215 Added 9.49%
2,480 $329,000
Q4 2020

Jan 19, 2021
BUY
N/A
2,265 New
2,265 $294,000

Others Institutions Holding XLK

# of Institutions
2,120
Shares Held
174M
Call Options Held
8.51M
Put Options Held
11.8M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Colton Groome Financial Advisors, LLC Portfolio

Follow Colton Groome Financial Advisors, 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 Colton Groome Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Colton Groome Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email