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

2,523

Shares Held

184M

Call Options Held

9.76M

Put Options Held

15.4M

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About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Everhart Financial Group, Inc. Technology Sector Spdr Transaction History