A detailed history of Glassman Wealth Services transactions in Technology Sector Spdr stock. As of the latest transaction made, Glassman Wealth Services holds 542 shares of XLK stock, worth $125,874. This represents 0.02% of its overall portfolio holdings.

Number of Shares
542
Previous 542 -0.0%
Holding current value
$125,874
Previous $122,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$192.53 - $231.41 $5,775 - $6,942
-30 Reduced 5.24%
542 $122,000
Q3 2023

Nov 13, 2023

BUY
$161.97 - $180.26 $4,859 - $5,407
30 Added 5.54%
572 $93,000
Q2 2023

Aug 08, 2023

SELL
$143.97 - $174.63 $11,805 - $14,319
-82 Reduced 13.14%
542 $94,000
Q1 2023

May 04, 2023

BUY
$121.18 - $151.01 $9,936 - $12,382
82 Added 15.13%
624 $94,000
Q2 2022

Aug 04, 2022

SELL
$123.49 - $161.47 $5,063 - $6,620
-41 Reduced 7.03%
542 $69,000
Q1 2022

Aug 23, 2022

BUY
$141.39 - $175.52 $5,796 - $7,196
41 Added 7.56%
583 $93,000
Q3 2021

Nov 10, 2021

SELL
$147.91 - $159.7 $81,942 - $88,473
-554 Reduced 50.55%
542 $81,000
Q2 2021

Aug 04, 2021

BUY
$131.31 - $147.82 $7,353 - $8,277
56 Added 5.38%
1,096 $162,000
Q1 2021

May 05, 2021

SELL
$125.83 - $138.59 $87,955 - $96,874
-699 Reduced 40.2%
1,040 $138,000
Q4 2020

Feb 04, 2021

BUY
$110.86 - $130.52 $66,405 - $78,181
599 Added 52.54%
1,739 $226,000
Q3 2020

Nov 09, 2020

BUY
$104.66 - $127.03 $68,552 - $83,204
655 Added 135.05%
1,140 $133,000
Q3 2018

Nov 13, 2018

SELL
N/A
-9 Reduced 1.82%
485 $37,000
Q2 2018

Aug 09, 2018

SELL
N/A
-970 Reduced 66.26%
494 $34,000
Q1 2018

May 01, 2018

BUY
N/A
970 Added 196.36%
1,464 $96,000
Q2 2017

Aug 09, 2017

BUY
N/A
494
494 $27,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


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