Marshall Financial Group LLC Technology Sector Spdr Transaction History

Marshall Financial Group LLC

$412 Million
Q3 2024

A detailed history of Marshall Financial Group LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Marshall Financial Group LLC holds 1,142 shares of XLK stock, worth $264,464. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,142

Previous 1,142 -0.0%

Holding current value

$264,464

Previous $258,000 0.39%

% of portfolio

0.06%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$192.53 - $231.41 $2,310 - $2,776	-12 Reduced 1.04%	1,142 $258,000
Q4 2023 Jan 10, 2024	BUY	$160.19 - $193.07 $184,859 - $222,802	1,154 New	1,154 $222,000
Q2 2023 Jul 17, 2023	BUY	$143.97 - $174.63 $166,141 - $201,523	1,154 New	1,154 $200,000
Q3 2022 Oct 12, 2022	SELL	$118.78 - $151.56 $5,226 - $6,668	-44 Reduced 2.55%	1,684 $200,000
Q2 2022 Jul 25, 2022	SELL	$123.49 - $161.47 $11,855 - $15,501	-96 Reduced 5.26%	1,728 $220,000
Q1 2022 May 10, 2022	BUY	$141.39 - $175.52 $2,827 - $3,510	20 Added 1.11%	1,824 $290,000
Q4 2021 Jan 27, 2022	SELL	$148.06 - $176.65 $90,168 - $107,579	-609 Reduced 25.24%	1,804 $314,000
Q3 2021 Oct 28, 2021	SELL	$147.91 - $159.7 $30,469 - $32,898	-206 Reduced 7.87%	2,413 $360,000
Q1 2021 Apr 20, 2021	BUY	$125.83 - $138.59 $329,548 - $362,967	2,619 New	2,619 $348,000

Others Institutions Holding XLK

# of Institutions

2,239

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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Marshall Financial Group LLC Technology Sector Spdr Transaction History