Kfa Private Wealth Group, LLC Technology Sector Spdr Transaction History

Kfa Private Wealth Group, LLC

$209 Million
Q3 2024

A detailed history of Kfa Private Wealth Group, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 12,160 shares of XLK stock, worth $2.92 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

12,160

Previous 12,459 2.4%

Holding current value

$2.92 Million

Previous $2.82 Million 2.59%

% of portfolio

1.31%

Previous 1.46%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$197.34 - $237.68 $59,004 - $71,066	-299 Reduced 2.4%	12,160 $2.75 Million
Q2 2024 Aug 07, 2024	SELL	$192.53 - $231.41 $172,699 - $207,574	-897 Reduced 6.72%	12,459 $2.82 Million
Q1 2024 May 01, 2024	BUY	$184.12 - $211.02 $656,571 - $752,497	3,566 Added 36.42%	13,356 $2.78 Million
Q4 2023 Feb 02, 2024	BUY	$160.19 - $193.07 $86,342 - $104,064	539 Added 5.83%	9,790 $1.88 Million
Q3 2023 Oct 25, 2023	BUY	$161.97 - $180.26 $110,625 - $123,117	683 Added 7.97%	9,251 $1.52 Million
Q2 2023 Jul 18, 2023	BUY	$143.97 - $174.63 $76,016 - $92,204	528 Added 6.57%	8,568 $1.49 Million
Q1 2023 May 05, 2023	BUY	$121.18 - $151.01 $69,678 - $86,830	575 Added 7.7%	8,040 $1.21 Million
Q4 2022 Jan 31, 2023	SELL	$116.56 - $136.15 $39,980 - $46,699	-343 Reduced 4.39%	7,465 $928,000
Q3 2022 Nov 02, 2022	SELL	$118.78 - $151.56 $24,706 - $31,524	-208 Reduced 2.59%	7,808 $927,000
Q2 2022 Jul 18, 2022	BUY	$123.49 - $161.47 $21,981 - $28,741	178 Added 2.27%	8,016 $1.02 Million
Q1 2022 May 02, 2022	BUY	$141.39 - $175.52 $8,483 - $10,531	60 Added 0.77%	7,838 $1.25 Million
Q4 2021 Jan 26, 2022	SELL	$148.06 - $176.65 $114,450 - $136,550	-773 Reduced 9.04%	7,778 $1.35 Million
Q3 2021 Oct 18, 2021	BUY	$147.91 - $159.7 $30,765 - $33,217	208 Added 2.49%	8,551 $1.28 Million
Q2 2021 Jul 22, 2021	SELL	$131.31 - $147.82 $40,968 - $46,119	-312 Reduced 3.6%	8,343 $1.23 Million
Q1 2021 May 06, 2021	BUY	$125.83 - $138.59 $125,452 - $138,174	997 Added 13.02%	8,655 $1.15 Million
Q4 2020 Mar 08, 2021	SELL	$110.86 - $130.52 $59,864 - $70,480	-540 Reduced 6.59%	7,658 $996,000
Q3 2020 Nov 04, 2020	BUY	$104.66 - $127.03 $368,403 - $447,145	3,520 Added 75.25%	8,198 $957,000
Q2 2020 Jul 28, 2020	SELL	$76.54 - $104.63 $280,672 - $383,678	-3,667 Reduced 43.94%	4,678 $489,000
Q1 2020 Apr 23, 2020	BUY	$70.4 - $102.79 $115,596 - $168,781	1,642 Added 24.5%	8,345 $671,000
Q4 2019 Jan 28, 2020	BUY	$78.28 - $91.92 $524,710 - $616,139	6,703 New	6,703 $614,000

Others Institutions Holding XLK

# of Institutions

2,241

Shares Held

169M

Call Options Held

14.8M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Kfa Private Wealth Group, LLC Technology Sector Spdr Transaction History