A detailed history of Fiduciary Planning LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Fiduciary Planning LLC holds 49,784 shares of XLK stock, worth $10.4 Million. This represents 5.49% of its overall portfolio holdings.

Number of Shares
49,784
Previous 44,345 12.27%
Holding current value
$10.4 Million
Previous $9.24 Million 21.95%
% of portfolio
5.49%
Previous 4.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About TECHNOLOGY SECTOR SPDR


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