Kelman Lazarov, Inc. Technology Sector Spdr Transaction History

Kelman Lazarov, Inc.

$525 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 08, 2021	BUY	$110.86 - $130.52 $180,147 - $212,095	1,625 New	1,625 $211,000
Q2 2020 Jul 29, 2020	SELL	$76.54 - $104.63 $486,564 - $665,132	-6,357 Closed	0 $0
Q1 2020 Apr 27, 2020	SELL	$70.4 - $102.79 $354,323 - $517,342	-5,033 Reduced 44.19%	6,357 $511,000
Q4 2019 Jan 29, 2020	SELL	$78.28 - $91.92 $15,108 - $17,740	-193 Reduced 1.67%	11,390 $1.04 Million
Q3 2019 Oct 15, 2019	SELL	$79.69 - $81.76 $27,891 - $28,616	-350 Reduced 2.93%	11,583 $933,000
Q1 2019 May 08, 2019	SELL	N/A	-2,000 Reduced 14.35%	11,933 $883,000
Q4 2018 Feb 11, 2019	SELL	N/A	-1,510 Reduced 9.78%	13,933 $864,000
Q3 2018 Nov 14, 2018	SELL	N/A	-1,173 Reduced 7.06%	15,443 $1.16 Million
Q2 2018 Aug 03, 2018	SELL	N/A	-750 Reduced 4.32%	16,616 $1.15 Million
Q4 2017 Jan 23, 2018	SELL	N/A	-1,107 Reduced 5.99%	17,366 $1.11 Million
Q3 2017 Oct 05, 2017	BUY	N/A	18,473	18,473 $1.09 Million

Others Institutions Holding XLK

# of Institutions

2,239

Shares Held

169M

Call Options Held

14.8M

Put Options Held

18M

Bank Of America Corp Charlotte, NC

12.6M
Shares

$2.95 Billion
0.24% of portfolio
Wells Fargo & Company San Francisco, CA

10.7M
Shares

$2.51 Billion
0.56% of portfolio
Morgan Stanley New York, NY

9.64M
Shares

$2.25 Billion
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

7M
Shares

$1.63 Billion
0.72% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.5M
Shares

$1.28 Billion
0.33% of portfolio

About TECHNOLOGY SECTOR SPDR

Ticker XLK
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