Kellett Schaffner Wealth Advisors LLC Technology Sector Spdr Transaction History

Kellett Schaffner Wealth Advisors LLC

  • $124 Million
  • Q2 2024

A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 3,593 shares of XLK stock, worth $809,466. This represents 0.66% of its overall portfolio holdings.

Number of Shares
3,593
Previous 57,489 93.75%
Holding current value
$809,466
Previous $12 Million 93.22%
% of portfolio
0.66%
Previous 8.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$192.53 - $231.41 $10.4 Million - $12.5 Million
-53,896 Reduced 93.75%
3,593 $812,000
Q1 2024

Apr 26, 2024
BUY
$184.12 - $211.02 $666,514 - $763,892
3,620 Added 6.72%
57,489 $12 Million
Q4 2023

Jan 31, 2024
BUY
$160.19 - $193.07 $7.18 Million - $8.65 Million
44,792 Added 493.47%
53,869 $10.4 Million
Q3 2023

Nov 06, 2023
BUY
$161.97 - $180.26 $1.26 Million - $1.41 Million
7,801 Added 611.36%
9,077 $1.49 Million
Q2 2023

Aug 07, 2023
BUY
$143.97 - $174.63 $183,705 - $222,827
1,276 New
1,276 $221,000

Others Institutions Holding XLK

# of Institutions
2,198
Shares Held
173M
Call Options Held
13.5M
Put Options Held
14.8M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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