Falcon Wealth Planning Technology Sector Spdr Transaction History

Falcon Wealth Planning

  • $806 Million
  • Q1 2025

A detailed history of Falcon Wealth Planning transactions in Technology Sector Spdr stock. As of the latest transaction made, Falcon Wealth Planning holds 1,544 shares of XLK stock, worth $361,543. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,544
Previous 1,644 6.08%
Holding current value
$361,543
Previous $382,000 16.75%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Apr 24, 2025
SELL
$206.38 - $242.18 $20,638 - $24,218
-100 Reduced 6.08%
1,544 $318,000
Q4 2024

Jan 22, 2025
BUY
$220.26 - $241.44 $9,911 - $10,864
45 Added 2.81%
1,644 $382,000
Q3 2024

Oct 30, 2024
BUY
$197.34 - $237.68 $69,266 - $83,425
351 Added 28.13%
1,599 $360,000
Q2 2024

Jul 16, 2024
SELL
$192.53 - $231.41 $35,618 - $42,810
-185 Reduced 12.91%
1,248 $282,000
Q1 2024

Apr 15, 2024
BUY
$184.12 - $211.02 $7,180 - $8,229
39 Added 2.8%
1,433 $298,000
Q4 2023

Jan 10, 2024
BUY
$160.19 - $193.07 $223,304 - $269,139
1,394 New
1,394 $268,000

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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