A detailed history of Gries Financial LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Gries Financial LLC holds 1,808 shares of XLK stock, worth $407,324. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,808
Previous 1,833 1.36%
Holding current value
$407,324
Previous $381,000 7.35%
% of portfolio
0.1%
Previous 0.07%

Shares

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

Aug 02, 2024

SELL
$192.53 - $231.41 $4,813 - $5,785
-25 Reduced 1.36%
1,808 $409,000
Q1 2024

May 15, 2024

BUY
$184.12 - $211.02 $4,603 - $5,275
25 Added 1.38%
1,833 $381,000
Q3 2023

Nov 14, 2023

BUY
$161.97 - $180.26 $292,841 - $325,910
1,808 New
1,808 $296,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Gries Financial LLC Portfolio

Follow Gries Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Gries Financial LLC with notifications on news.