A detailed history of Heritage Trust CO transactions in Technology Sector Spdr stock. As of the latest transaction made, Heritage Trust CO holds 2,456 shares of XLK stock, worth $568,760. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,456
Previous 2,056 19.46%
Holding current value
$568,760
Previous $428,000 29.67%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Aug 12, 2024

BUY
$192.53 - $231.41 $77,012 - $92,564
400 Added 19.46%
2,456 $555,000
Q1 2024

May 10, 2024

SELL
$184.12 - $211.02 $92,060 - $105,510
-500 Reduced 19.56%
2,056 $428,000
Q4 2023

Feb 09, 2024

BUY
$160.19 - $193.07 $8,970 - $10,811
56 Added 2.24%
2,556 $491,000
Q2 2023

Aug 11, 2023

BUY
$143.97 - $174.63 $359,925 - $436,575
2,500 New
2,500 $434,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


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