A detailed history of Intrepid Financial Planning Group LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 30,928 shares of XLK stock, worth $7.18 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares
30,928
Previous 35,549 13.0%
Holding current value
$7.18 Million
Previous $8.04 Million 13.18%
% of portfolio
3.01%
Previous 3.47%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$197.34 - $237.68 $911,908 - $1.1 Million
-4,621 Reduced 13.0%
30,928 $6.98 Million
Q2 2024

Aug 12, 2024

SELL
$192.53 - $231.41 $79,322 - $95,340
-412 Reduced 1.15%
35,549 $8.04 Million
Q1 2024

May 13, 2024

SELL
$184.12 - $211.02 $32,957 - $37,772
-179 Reduced 0.5%
35,961 $7.49 Million
Q4 2023

Feb 13, 2024

SELL
$160.19 - $193.07 $226,188 - $272,614
-1,412 Reduced 3.76%
36,140 $6.96 Million
Q3 2023

Nov 03, 2023

SELL
$161.97 - $180.26 $260,447 - $289,858
-1,608 Reduced 4.11%
37,552 $6.16 Million
Q2 2023

Aug 09, 2023

SELL
$143.97 - $174.63 $27,354 - $33,179
-190 Reduced 0.48%
39,160 $6.81 Million
Q1 2023

May 02, 2023

SELL
$121.18 - $151.01 $32,839 - $40,923
-271 Reduced 0.68%
39,350 $5.94 Million
Q4 2022

Feb 02, 2023

SELL
$116.56 - $136.15 $141,154 - $164,877
-1,211 Reduced 2.97%
39,621 $4.93 Million
Q3 2022

Nov 07, 2022

SELL
$118.78 - $151.56 $20,786 - $26,523
-175 Reduced 0.43%
40,832 $4.85 Million
Q2 2022

Aug 15, 2022

BUY
$123.49 - $161.47 $5.06 Million - $6.62 Million
41,007 New
41,007 $5.21 Million

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


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