Life Steps Financial, Inc. Technology Sector Spdr Transaction History

Life Steps Financial, Inc.

$121 Million
Q2 2024

A detailed history of Life Steps Financial, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Life Steps Financial, Inc. holds 15,424 shares of XLK stock, worth $3.47 Million. This represents 2.88% of its overall portfolio holdings.

Number of Shares

15,424

Previous 15,705 1.79%

Holding current value

$3.47 Million

Previous $3.27 Million 6.7%

% of portfolio

2.88%

Previous 2.48%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$192.53 - $231.41 $54,100 - $65,026	-281 Reduced 1.79%	15,424 $3.49 Million
Q1 2024 Apr 26, 2024	SELL	$184.12 - $211.02 $15,281 - $17,514	-83 Reduced 0.53%	15,705 $3.27 Million
Q4 2023 Jan 18, 2024	SELL	$160.19 - $193.07 $2,563 - $3,089	-16 Reduced 0.1%	15,788 $3.04 Million
Q3 2023 Oct 25, 2023	SELL	$161.97 - $180.26 $11,175 - $12,437	-69 Reduced 0.43%	15,804 $2.59 Million
Q2 2023 Jul 14, 2023	SELL	$143.97 - $174.63 $575 - $698	-4 Reduced 0.03%	15,873 $2.76 Million
Q1 2023 Apr 12, 2023	SELL	$121.18 - $151.01 $46,533 - $57,987	-384 Reduced 2.36%	15,877 $2.4 Million
Q4 2022 Jan 18, 2023	SELL	$116.56 - $136.15 $165,864 - $193,741	-1,423 Reduced 8.05%	16,261 $0
Q3 2022 Oct 14, 2022	SELL	$118.78 - $151.56 $178,288 - $227,491	-1,501 Reduced 7.82%	17,684 $2.1 Million
Q2 2022 Jul 13, 2022	SELL	$123.49 - $161.47 $247,967 - $324,231	-2,008 Reduced 9.47%	19,185 $2.44 Million
Q1 2022 Apr 12, 2022	SELL	$141.39 - $175.52 $258,319 - $320,675	-1,827 Reduced 7.94%	21,193 $3.37 Million
Q4 2021 Jan 26, 2022	BUY	$148.06 - $176.65 $172,341 - $205,620	1,164 Added 5.33%	23,020 $4 Million
Q3 2021 Oct 06, 2021	BUY	$147.91 - $159.7 $135,633 - $146,444	917 Added 4.38%	21,856 $3.26 Million
Q2 2021 Jul 09, 2021	BUY	$131.31 - $147.82 $384,738 - $433,112	2,930 Added 16.27%	20,939 $3.09 Million
Q1 2021 Apr 20, 2021	BUY	$125.83 - $138.59 $581,460 - $640,424	4,621 Added 34.52%	18,009 $2.39 Million
Q4 2020 Jan 25, 2021	BUY	$110.86 - $130.52 $205,756 - $242,245	1,856 Added 16.09%	13,388 $1.74 Million
Q3 2020 Oct 21, 2020	BUY	$104.66 - $127.03 $85,716 - $104,037	819 Added 7.64%	11,532 $1.35 Million
Q2 2020 Aug 05, 2020	BUY	$76.54 - $104.63 $273,860 - $374,366	3,578 Added 50.15%	10,713 $1.12 Million
Q1 2020 May 21, 2020	BUY	$70.4 - $102.79 $14,432 - $21,071	205 Added 2.96%	7,135 $573,000
Q4 2019 Jan 30, 2020	BUY	$78.28 - $91.92 $542,480 - $637,005	6,930 New	6,930 $635,000

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

Ticker XLK
Sector ETFs
Industry ETFs

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Life Steps Financial, Inc. Technology Sector Spdr Transaction History