Everhart Financial Group, Inc. Technology Sector Spdr Transaction History

Everhart Financial Group, Inc.

$852 Million
Q2 2025

A detailed history of Everhart Financial Group, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 1,617 shares of XLK stock, worth $460,327. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,617

Previous 1,621 0.25%

Holding current value

$460,327

Previous $334,000 22.46%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$179.73 - $253.23 $718 - $1,012	-4 Reduced 0.25%	1,617 $409,000
Q1 2025 Apr 16, 2025	SELL	$206.38 - $242.18 $1,031 - $1,210	-5 Reduced 0.31%	1,621 $334,000
Q4 2024 Jan 30, 2025	SELL	$220.26 - $241.44 $440 - $482	-2 Reduced 0.12%	1,626 $378,000
Q3 2024 Nov 04, 2024	SELL	$197.34 - $237.68 $74,594 - $89,843	-378 Reduced 18.84%	1,628 $367,000
Q2 2024 Jul 24, 2024	BUY	$192.53 - $231.41 $92,221 - $110,845	479 Added 31.37%	2,006 $453,000
Q1 2024 May 13, 2024	BUY	$184.12 - $211.02 $18,043 - $20,679	98 Added 6.86%	1,527 $318,000
Q4 2023 Jan 12, 2024	BUY	$160.19 - $193.07 $228,911 - $275,897	1,429 New	1,429 $275,000

Others Institutions Holding XLK

# of Institutions

2,518

Shares Held

184M

Call Options Held

9.76M

Put Options Held

15.4M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Everhart Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Everhart Financial Group, Inc. with notifications on news.

Account

Everhart Financial Group, Inc. Technology Sector Spdr Transaction History