A detailed history of Iam Advisory, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Iam Advisory, LLC holds 6,485 shares of XLK stock, worth $1.56 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
6,485
Previous 6,504 0.29%
Holding current value
$1.56 Million
Previous $1.47 Million 0.48%
% of portfolio
0.37%
Previous 0.4%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About TECHNOLOGY SECTOR SPDR


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

Track Iam Advisory, LLC Portfolio

Follow Iam Advisory, 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 Iam Advisory, LLC, based on Form 13F filings with the SEC.

News

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