Key Client Fiduciary Advisors, LLC Technology Sector Spdr Transaction History

Key Client Fiduciary Advisors, LLC

$169 Million
Q1 2024

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 1,108 shares of XLK stock, worth $259,582. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,108

Previous 1,116 0.72%

Holding current value

$259,582

Previous $214,000 7.48%

% of portfolio

0.14%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$184.12 - $211.02 $1,472 - $1,688	-8 Reduced 0.72%	1,108 $230,000
Q4 2023 Jan 09, 2024	SELL	$160.19 - $193.07 $2.49 Million - $3.01 Million	-15,566 Reduced 93.31%	1,116 $214,000
Q3 2023 Nov 14, 2023	SELL	$161.97 - $180.26 $2.56 Million - $2.85 Million	-15,804 Reduced 48.65%	16,682 $2.73 Million
Q2 2023 Jul 13, 2023	SELL	$143.97 - $174.63 $35,992 - $43,657	-250 Reduced 0.76%	32,486 $5.65 Million
Q1 2023 Apr 25, 2023	SELL	$121.18 - $151.01 $68,709 - $85,622	-567 Reduced 1.7%	32,736 $4.94 Million

Q4 2022 Jan 17, 2023	SELL	$119.89 - $136.15 $18,103 - $20,558	-151 Reduced 0.45%	33,303 $0
Q3 2022 Oct 12, 2022	BUY	N/A	2,354 Added 7.57%	33,454 $3.97 Million
Q2 2022 Jul 19, 2022	BUY	N/A	10,259 Added 49.23%	31,100 $3.95 Million
Q1 2022 Apr 18, 2022	BUY	N/A	20,841 New	20,841 $3.31 Million

Others Institutions Holding XLK

# of Institutions

2,115

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Key Client Fiduciary Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Key Client Fiduciary Advisors, LLC with notifications on news.

Account

Key Client Fiduciary Advisors, LLC Technology Sector Spdr Transaction History