Financial Perspectives, Inc Technology Sector Spdr Transaction History

Financial Perspectives, Inc

$271 Billion
Q2 2024

A detailed history of Financial Perspectives, Inc transactions in Technology Sector Spdr stock. As of the latest transaction made, Financial Perspectives, Inc holds 475 shares of XLK stock, worth $104,723. This represents 0.04% of its overall portfolio holdings.

Number of Shares

475

Previous 474 0.21%

Holding current value

$104,723

Previous $98.7 Million 8.75%

% of portfolio

0.04%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$192.53 - $231.41 $192 - $231	1 Added 0.21%	475 $107 Million
Q4 2023 Feb 01, 2024	BUY	$160.19 - $193.07 $160 - $193	1 Added 0.21%	474 $91.1 Million
Q3 2023 Jan 09, 2024	BUY	$161.97 - $180.26 $161 - $180	1 Added 0.21%	473 $77.5 Million
Q2 2023 Jan 09, 2024	BUY	$143.97 - $174.63 $143 - $174	1 Added 0.21%	472 $82.1 Million
Q4 2022 Jan 09, 2024	BUY	$116.56 - $136.15 $116 - $136	1 Added 0.21%	471 $58.6 Million
Q3 2022 Jan 09, 2024	BUY	$118.78 - $151.56 $118 - $151	1 Added 0.21%	470 $55.8 Million
Q2 2022 Jan 09, 2024	BUY	$123.49 - $161.47 $123 - $161	1 Added 0.21%	469 $59.6 Million
Q4 2021 Jan 09, 2024	BUY	$148.06 - $176.65 $148 - $176	1 Added 0.21%	468 $81.3 Million
Q2 2021 Jan 09, 2024	SELL	$131.31 - $147.82 $8.07 Million - $9.08 Million	-61,445 Reduced 99.25%	467 $68.9 Million
Q1 2021 Jan 09, 2024	BUY	$125.83 - $138.59 $7.73 Million - $8.52 Million	61,446 Added 13185.84%	61,912 $466,000
Q4 2020 Jan 09, 2024	BUY	$110.86 - $130.52 $33,923 - $39,939	306 Added 191.25%	466 $60.5 Million
Q4 2019 Jan 09, 2024	BUY	$78.28 - $91.92 $12,524 - $14,707	160 New	160 $14.7 Million

Others Institutions Holding XLK

# of Institutions

2,197

Shares Held

173M

Call Options Held

13.5M

Put Options Held

14.8M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.

Account

Financial Perspectives, Inc Technology Sector Spdr Transaction History