Holistic Planning, LLC Technology Sector Spdr Transaction History

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025

A detailed history of Holistic Planning, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Holistic Planning, LLC holds 1,483 shares of XLK stock, worth $422,180. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,483
Previous 1,418 4.58%
Holding current value
$422,180
Previous $293 Million 28.27%
% of portfolio
0.11%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$179.73 - $253.23 $11,682 - $16,459
65 Added 4.58%
1,483 $376 Million
Q1 2025

Apr 23, 2025
SELL
$206.38 - $242.18 $6,397 - $7,507
-31 Reduced 2.14%
1,418 $293 Million
Q3 2024

Nov 01, 2024
SELL
$197.34 - $237.68 $76,765 - $92,457
-389 Reduced 21.16%
1,449 $327 Million
Q1 2024

May 01, 2024
SELL
$184.12 - $211.02 $11,599 - $13,294
-63 Reduced 3.31%
1,838 $383 Million
Q4 2023

Feb 14, 2024
BUY
$160.19 - $193.07 $304,521 - $367,026
1,901 New
1,901 $366 Million

Others Institutions Holding XLK

# of Institutions
2,516
Shares Held
184M
Call Options Held
9.76M
Put Options Held
15.4M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, 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 Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email