Fiduciary Planning LLC Technology Sector Spdr Transaction History

Fiduciary Planning LLC

$235 Million
Q4 2024

A detailed history of Fiduciary Planning LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Fiduciary Planning LLC holds 55,231 shares of XLK stock, worth $12.1 Million. This represents 5.47% of its overall portfolio holdings.

Number of Shares

55,231

Previous 52,754 4.7%

Holding current value

$12.1 Million

Previous $11.9 Million 7.83%

% of portfolio

5.47%

Previous 5.41%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$220.26 - $241.44 $545,584 - $598,046	2,477 Added 4.7%	55,231 $12.8 Million
Q3 2024 Oct 22, 2024	BUY	$197.34 - $237.68 $586,099 - $705,909	2,970 Added 5.97%	52,754 $11.9 Million
Q2 2024 Aug 06, 2024	BUY	$192.53 - $231.41 $1.05 Million - $1.26 Million	5,439 Added 12.27%	49,784 $11.3 Million
Q1 2024 Apr 29, 2024	BUY	$184.12 - $211.02 $557,331 - $638,757	3,027 Added 7.33%	44,345 $9.24 Million
Q4 2023 Jan 25, 2024	BUY	$160.19 - $193.07 $4.5 Million - $5.42 Million	28,075 Added 212.0%	41,318 $7.95 Million
Q3 2023 Oct 26, 2023	BUY	$161.97 - $180.26 $2.14 Million - $2.39 Million	13,243 New	13,243 $2.17 Million

Others Institutions Holding XLK

# of Institutions

2,412

Shares Held

182M

Call Options Held

13.7M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Fiduciary Planning LLC Technology Sector Spdr Transaction History