Financial & Tax Architects, LLC Technology Sector Spdr Transaction History

Financial & Tax Architects, LLC

$393 Billion
Q4 2024

A detailed history of Financial & Tax Architects, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 3,100 shares of XLK stock, worth $725,741. This represents 0.18% of its overall portfolio holdings.

Number of Shares

3,100

Previous 2,796 10.87%

Holding current value

$725,741

Previous $631 Million 14.19%

% of portfolio

0.18%

Previous 0.16%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$220.26 - $241.44 $66,959 - $73,397	304 Added 10.87%	3,100 $721 Million
Q3 2024 Nov 13, 2024	SELL	$197.34 - $237.68 $77,554 - $93,408	-393 Reduced 12.32%	2,796 $631 Million
Q2 2024 Aug 09, 2024	SELL	$192.53 - $231.41 $31,382 - $37,719	-163 Reduced 4.86%	3,189 $721 Million
Q1 2024 May 08, 2024	SELL	$184.12 - $211.02 $86,168 - $98,757	-468 Reduced 12.25%	3,352 $698 Million
Q4 2023 Jan 25, 2024	SELL	$160.19 - $193.07 $125,588 - $151,366	-784 Reduced 17.03%	3,820 $735 Million
Q3 2023 Oct 19, 2023	SELL	$161.97 - $180.26 $98,315 - $109,417	-607 Reduced 11.65%	4,604 $755 Million
Q2 2023 Jul 25, 2023	SELL	$143.97 - $174.63 $217,394 - $263,691	-1,510 Reduced 22.47%	5,211 $906 Million
Q1 2023 Apr 26, 2023	BUY	$121.18 - $151.01 $814,450 - $1.01 Million	6,721 New	6,721 $1.01 Billion
Q4 2021 Aug 25, 2023	BUY	$148.06 - $176.65 $148,504 - $177,179	1,003 Added 15.43%	7,505 $1.3 Billion
Q3 2021 Aug 25, 2023	BUY	$147.91 - $159.7 $230,443 - $248,812	1,558 Added 31.51%	6,502 $971 Million
Q2 2021 Aug 25, 2023	BUY	$131.31 - $147.82 $129,471 - $145,750	986 Added 24.91%	4,944 $730 Million
Q1 2021 Aug 25, 2023	SELL	$125.83 - $138.59 $157,664 - $173,653	-1,253 Reduced 24.05%	3,958 $526 Million

Others Institutions Holding XLK

# of Institutions

2,265

Shares Held

170M

Call Options Held

14.8M

Put Options Held

18M

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About TECHNOLOGY SECTOR SPDR

Ticker XLK
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Financial & Tax Architects, LLC Technology Sector Spdr Transaction History