A detailed history of Family Firm, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Family Firm, Inc. holds 1,769 shares of XLK stock, worth $408,868. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,769
Previous 1,766 0.17%
Holding current value
$408,868
Previous $399,000 -0.0%
% of portfolio
0.04%
Previous 0.04%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$197.34 - $237.68 $592 - $713
3 Added 0.17%
1,769 $399,000
Q2 2024

Jul 24, 2024

SELL
$192.53 - $231.41 $385 - $462
-2 Reduced 0.11%
1,766 $399,000
Q1 2024

May 01, 2024

BUY
$184.12 - $211.02 $552 - $633
3 Added 0.17%
1,768 $368,000
Q4 2023

Feb 05, 2024

SELL
$160.19 - $193.07 $36,042 - $43,440
-225 Reduced 11.31%
1,765 $339,000
Q3 2023

Oct 19, 2023

SELL
$161.97 - $180.26 $339,327 - $377,644
-2,095 Reduced 51.29%
1,990 $326,000
Q2 2023

Aug 08, 2023

SELL
$143.97 - $174.63 $2,879 - $3,492
-20 Reduced 0.49%
4,085 $710,000
Q1 2023

May 01, 2023

BUY
$121.18 - $151.01 $23,751 - $29,597
196 Added 5.01%
4,105 $619,000
Q4 2022

Feb 07, 2023

BUY
$116.56 - $136.15 $81,009 - $94,624
695 Added 21.62%
3,909 $486,000
Q3 2022

Nov 15, 2022

BUY
$118.78 - $151.56 $5,582 - $7,123
47 Added 1.48%
3,214 $382,000
Q2 2022

Dec 01, 2022

BUY
$123.49 - $161.47 $23,710 - $31,002
192 Added 5.97%
3,406 $433,000
Q1 2022

Nov 30, 2022

BUY
$141.39 - $175.52 $26,015 - $32,295
184 Added 5.72%
3,398 $540,000
Q4 2021

Feb 02, 2022

BUY
$148.06 - $176.65 $740 - $883
5 Added 0.16%
3,167 $551,000
Q3 2021

Oct 22, 2021

BUY
$147.91 - $159.7 $739 - $798
5 Added 0.16%
3,162 $501,000
Q2 2021

Jul 21, 2021

BUY
$131.31 - $147.82 $656 - $739
5 Added 0.16%
3,157 $466,000
Q1 2021

May 06, 2021

BUY
$125.83 - $138.59 $629 - $692
5 Added 0.16%
3,152 $419,000
Q4 2020

Jan 20, 2021

SELL
$110.86 - $130.52 $21,950 - $25,842
-198 Reduced 5.92%
3,147 $401,000
Q3 2020

Nov 04, 2020

SELL
$104.66 - $127.03 $4,500 - $5,462
-43 Reduced 1.27%
3,345 $390,000
Q2 2020

Aug 10, 2020

SELL
$76.54 - $104.63 $3,750 - $5,126
-49 Reduced 1.43%
3,388 $354,000
Q1 2020

Apr 29, 2020

SELL
$70.4 - $102.79 $40,972 - $59,823
-582 Reduced 14.48%
3,437 $276,000
Q4 2019

Feb 04, 2020

SELL
$78.28 - $91.92 $44,854 - $52,670
-573 Reduced 12.48%
4,019 $368,000
Q3 2019

Nov 12, 2019

BUY
$79.69 - $81.76 $1,035 - $1,062
13 Added 0.28%
4,592 $370,000
Q2 2019

Aug 06, 2019

BUY
N/A
14 Added 0.31%
4,579 $357,000
Q1 2019

May 06, 2019

BUY
N/A
4,565 New
4,565 $338,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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