Life Steps Financial, Inc. Technology Sector Spdr Transaction History

Life Steps Financial, Inc.

$123 Million
Q1 2025

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 14,613 shares of XLK stock, worth $3.07 Million. This represents 2.45% of its overall portfolio holdings.

Number of Shares

14,613

Previous 14,646 0.23%

Holding current value

$3.07 Million

Previous $3.41 Million 11.4%

% of portfolio

2.45%

Previous 2.62%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$206.38 - $242.18 $6,810 - $7,991	-33 Reduced 0.23%	14,613 $3.02 Million
Q4 2024 Feb 03, 2025	SELL	$220.26 - $241.44 $170,921 - $187,357	-776 Reduced 5.03%	14,646 $3.41 Million
Q3 2024 Oct 16, 2024	SELL	$197.34 - $237.68 $394 - $475	-2 Reduced 0.01%	15,422 $3.48 Million
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

2,409

Shares Held

185M

Call Options Held

13.7M

Put Options Held

18M

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 Life Steps Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Life Steps Financial, Inc. with notifications on news.

Account

Life Steps Financial, Inc. Technology Sector Spdr Transaction History