Financial Advocates Investment Management Technology Sector Spdr Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Technology Sector Spdr stock. As of the latest transaction made, Financial Advocates Investment Management holds 27,676 shares of XLK stock, worth $6.44 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

27,676

Previous 39,145 29.3%

Holding current value

$6.44 Million

Previous $8.84 Million 27.18%

% of portfolio

0.38%

Previous 0.5%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$220.26 - $241.44 $2.53 Million - $2.77 Million	-11,469 Reduced 29.3%	27,676 $6.44 Million
Q3 2024 Oct 25, 2024	BUY	$197.34 - $237.68 $2.47 Million - $2.97 Million	12,514 Added 46.99%	39,145 $8.84 Million
Q2 2024 Jul 26, 2024	SELL	$192.53 - $231.41 $3.26 Million - $3.92 Million	-16,945 Reduced 38.89%	26,631 $6.02 Million
Q1 2024 May 01, 2024	BUY	$184.12 - $211.02 $1.3 Million - $1.49 Million	7,043 Added 19.28%	43,576 $9.08 Million
Q4 2023 Feb 08, 2024	SELL	$160.19 - $193.07 $2.23 Million - $2.69 Million	-13,923 Reduced 27.59%	36,533 $7.03 Million
Q3 2023 Oct 27, 2023	BUY	$161.97 - $180.26 $2.21 Million - $2.46 Million	13,673 Added 37.17%	50,456 $8.27 Million
Q2 2023 Aug 07, 2023	BUY	$143.97 - $174.63 $503,175 - $610,331	3,495 Added 10.5%	36,783 $6.4 Million
Q1 2023 May 11, 2023	BUY	$121.18 - $151.01 $1.42 Million - $1.76 Million	11,680 Added 54.05%	33,288 $5.03 Million
Q4 2022 Feb 14, 2023	BUY	$116.56 - $136.15 $143,135 - $167,192	1,228 Added 6.03%	21,608 $2.69 Million
Q3 2022 Nov 14, 2022	SELL	$118.78 - $151.56 $174,962 - $223,247	-1,473 Reduced 6.74%	20,380 $2.42 Million
Q2 2022 Aug 12, 2022	SELL	$123.49 - $161.47 $4.59 Million - $6 Million	-37,152 Reduced 62.96%	21,853 $2.78 Million
Q1 2022 May 11, 2022	BUY	$141.39 - $175.52 $687,296 - $853,202	4,861 Added 8.98%	59,005 $9.38 Million
Q4 2021 Feb 14, 2022	BUY	$148.06 - $176.65 $254,811 - $304,014	1,721 Added 3.28%	54,144 $9.41 Million
Q3 2021 Nov 04, 2021	SELL	$147.91 - $159.7 $248,636 - $268,455	-1,681 Reduced 3.11%	52,423 $7.83 Million
Q2 2021 Aug 03, 2021	SELL	$131.31 - $147.82 $9,585 - $10,790	-73 Reduced 0.13%	54,104 $7.99 Million
Q1 2021 May 10, 2021	SELL	$125.83 - $138.59 $14 Million - $15.4 Million	-110,952 Reduced 67.19%	54,177 $7.18 Million
Q4 2020 Feb 12, 2021	SELL	$110.86 - $130.52 $2.47 Million - $2.9 Million	-22,247 Reduced 11.87%	165,129 $20.9 Million
Q3 2020 Nov 04, 2020	BUY	$104.66 - $127.03 $6.13 Million - $7.44 Million	58,568 Added 45.47%	187,376 $21.9 Million
Q2 2020 Aug 14, 2020	BUY	$76.54 - $104.63 $8.45 Million - $11.6 Million	110,426 Added 600.73%	128,808 $13.1 Million
Q1 2020 Apr 29, 2020	SELL	$70.4 - $102.79 $1.33 Million - $1.94 Million	-18,860 Reduced 50.64%	18,382 $1.48 Million
Q4 2019 Feb 13, 2020	BUY	$78.28 - $91.92 $140,356 - $164,812	1,793 Added 5.06%	37,242 $3.41 Million
Q3 2019 Nov 13, 2019	BUY	$79.69 - $81.76 $30,282 - $31,068	380 Added 1.08%	35,449 $2.85 Million
Q2 2019 Aug 08, 2019	SELL	N/A	-744 Reduced 2.08%	35,069 $2.74 Million
Q1 2019 May 16, 2019	SELL	N/A	-1,149 Reduced 3.11%	35,813 $2.65 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-3,786 Reduced 9.29%	36,962 $0
Q3 2018 Nov 14, 2018	BUY	N/A	881 Added 2.21%	40,748 $0
Q2 2018 Aug 09, 2018	BUY	N/A	839 Added 2.15%	39,867 $2.79 Million
Q1 2018 May 11, 2018	BUY	N/A	2,861 Added 7.91%	39,028 $2.55 Million
Q4 2017 Feb 15, 2018	BUY	N/A	36,167	36,167 $2.31 Million

Others Institutions Holding XLK

# of Institutions

2,335

Shares Held

178M

Call Options Held

14.8M

Put Options Held

17.8M

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About TECHNOLOGY SECTOR SPDR

Ticker XLK
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Financial Advocates Investment Management Technology Sector Spdr Transaction History