Independent Advisor Alliance Technology Sector Spdr Transaction History

Independent Advisor Alliance

$2.74 Billion
Q1 2024

A detailed history of Independent Advisor Alliance transactions in Technology Sector Spdr stock. As of the latest transaction made, Independent Advisor Alliance holds 984 shares of XLK stock, worth $228,455. This represents 0.01% of its overall portfolio holdings.

Number of Shares

984

Holding current value

$228,455

% of portfolio

0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$184.12 - $211.02 $181,174 - $207,643	984 New	984 $204,000
Q3 2023 Oct 24, 2023	BUY	$161.97 - $180.26 $226,596 - $252,183	1,399 New	1,399 $229,000
Q3 2022 Nov 04, 2022	SELL	N/A	-400 Reduced 14.99%	2,269 $270,000
Q2 2022 Aug 04, 2022	SELL	N/A	-20 Reduced 0.74%	2,669 $339,000
Q2 2021 Aug 12, 2021	SELL	N/A	-240 Reduced 8.19%	2,689 $397,000

Q1 2021 May 14, 2021	SELL	N/A	-775 Reduced 20.92%	2,929 $389,000
Q4 2020 Feb 11, 2021	BUY	N/A	90 Added 2.49%	3,704 $482,000
Q3 2020 Nov 04, 2020	SELL	N/A	-50 Reduced 1.36%	3,614 $402,000
Q1 2020 May 14, 2020	SELL	N/A	-53,153 Reduced 93.55%	3,664 $294,000
Q4 2019 Feb 07, 2020	BUY	N/A	42,138 Added 287.06%	56,817 $5.21 Million
Q3 2019 Nov 12, 2019	BUY	N/A	14,679 New	14,679 $1.26 Million
Q2 2019 Aug 12, 2019	SELL	N/A	-3,779 Closed	0 $0
Q1 2019 May 07, 2019	SELL	N/A	-510 Reduced 11.89%	3,779 $280,000
Q4 2018 Feb 12, 2019	BUY	N/A	4,289 New	4,289 $290,000

Others Institutions Holding XLK

# of Institutions

2,111

Shares Held

175M

Call Options Held

8.51M

Put Options Held

11.8M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Independent Advisor Alliance Technology Sector Spdr Transaction History