Iam Advisory, LLC Technology Sector Spdr Transaction History

Iam Advisory, LLC

$381 Million
Q1 2025

A detailed history of Iam Advisory, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Iam Advisory, LLC holds 6,444 shares of XLK stock, worth $1.35 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

6,444

Previous 6,367 1.21%

Holding current value

$1.35 Million

Previous $1.48 Million 10.2%

% of portfolio

0.35%

Previous 0.38%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$206.38 - $242.18 $15,891 - $18,647	77 Added 1.21%	6,444 $1.33 Million
Q4 2024 Jan 15, 2025	SELL	$220.26 - $241.44 $25,990 - $28,489	-118 Reduced 1.82%	6,367 $1.48 Million
Q3 2024 Oct 07, 2024	SELL	$197.34 - $237.68 $3,749 - $4,515	-19 Reduced 0.29%	6,485 $1.46 Million
Q2 2024 Jul 12, 2024	BUY	$192.53 - $231.41 $45,052 - $54,149	234 Added 3.73%	6,504 $1.47 Million
Q1 2024 Apr 15, 2024	SELL	$184.12 - $211.02 $28,170 - $32,286	-153 Reduced 2.38%	6,270 $1.31 Million
Q4 2023 Jan 12, 2024	BUY	$160.19 - $193.07 $806,877 - $972,493	5,037 Added 363.42%	6,423 $1.24 Million
Q3 2023 Oct 10, 2023	BUY	$161.97 - $180.26 $485 - $540	3 Added 0.22%	1,386 $227,000
Q2 2023 Jul 13, 2023	BUY	$143.97 - $174.63 $431 - $523	3 Added 0.22%	1,383 $240,000
Q1 2023 Apr 10, 2023	BUY	$121.18 - $151.01 $167,228 - $208,393	1,380 New	1,380 $208,000

Others Institutions Holding XLK

# of Institutions

2,409

Shares Held

185M

Call Options Held

13.7M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

Track This Portfolio

Portfolio Update

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

News

Stay updated on Iam Advisory, LLC with notifications on news.

Account