Kaizen Financial Strategies Technology Sector Spdr Transaction History

Kaizen Financial Strategies

$162 Million
Q1 2025

A detailed history of Kaizen Financial Strategies transactions in Technology Sector Spdr stock. As of the latest transaction made, Kaizen Financial Strategies holds 7,295 shares of XLK stock, worth $1.51 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

7,295

Previous 5,694 28.12%

Holding current value

$1.51 Million

Previous $1.32 Million 13.76%

% of portfolio

0.93%

Previous 0.8%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$206.38 - $242.18 $330,414 - $387,730	1,601 Added 28.12%	7,295 $1.51 Million
Q4 2024 Feb 14, 2025	SELL	$220.26 - $241.44 $66,518 - $72,914	-302 Reduced 5.04%	5,694 $1.32 Million
Q3 2024 Nov 04, 2024	SELL	$197.34 - $237.68 $39,862 - $48,011	-202 Reduced 3.26%	5,996 $1.35 Million
Q2 2024 Aug 02, 2024	BUY	$192.53 - $231.41 $385 - $462	2 Added 0.03%	6,198 $1.4 Million
Q1 2024 May 02, 2024	SELL	$184.12 - $211.02 $48,423 - $55,498	-263 Reduced 4.07%	6,196 $1.29 Million
Q4 2023 Jan 18, 2024	SELL	$160.19 - $193.07 $80,095 - $96,535	-500 Reduced 7.18%	6,459 $1.24 Million
Q3 2023 Oct 31, 2023	SELL	$161.97 - $180.26 $13,443 - $14,961	-83 Reduced 1.18%	6,959 $1.14 Million
Q2 2023 Aug 07, 2023	BUY	$143.97 - $174.63 $130,148 - $157,865	904 Added 14.73%	7,042 $1.22 Million
Q1 2023 May 10, 2023	SELL	$121.18 - $151.01 $87,007 - $108,425	-718 Reduced 10.47%	6,138 $926,000
Q4 2022 Jan 18, 2023	SELL	$116.56 - $136.15 $74,248 - $86,727	-637 Reduced 8.5%	6,856 $0
Q3 2022 Oct 18, 2022	SELL	$118.78 - $151.56 $2,019 - $2,576	-17 Reduced 0.23%	7,493 $890,000
Q2 2022 Jul 18, 2022	SELL	$123.49 - $161.47 $33,589 - $43,919	-272 Reduced 3.5%	7,510 $955,000
Q1 2022 May 06, 2022	SELL	$141.39 - $175.52 $22,198 - $27,556	-157 Reduced 1.98%	7,782 $1.24 Million
Q4 2021 Jan 26, 2022	BUY	$148.06 - $176.65 $42,937 - $51,228	290 Added 3.79%	7,939 $1.38 Million
Q3 2021 Nov 12, 2021	BUY	$147.91 - $159.7 $3,106 - $3,353	21 Added 0.28%	7,649 $1.14 Million
Q1 2021 May 28, 2021	SELL	$125.83 - $138.59 $185,850 - $204,697	-1,477 Reduced 16.22%	7,628 $1.01 Million
Q4 2020 Feb 03, 2021	BUY	$110.86 - $130.52 $1.01 Million - $1.19 Million	9,105 New	9,105 $1.18 Million

Others Institutions Holding XLK

# of Institutions

2,414

Shares Held

181M

Call Options Held

13.7M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

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Kaizen Financial Strategies Technology Sector Spdr Transaction History