Moneta Group Investment Advisors LLC Technology Sector Spdr Transaction History

Moneta Group Investment Advisors LLC

  • $7.15 Billion
  • Q1 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 9,441 shares of XLK stock, worth $2.19 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,441
Previous 9,234 2.24%
Holding current value
$2.19 Million
Previous $2.15 Million 9.22%
% of portfolio
0.03%
Previous 0.03%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$206.38 - $242.18 $42,720 - $50,131
207 Added 2.24%
9,441 $1.95 Million
Q4 2024

Feb 11, 2025
BUY
$220.26 - $241.44 $132,156 - $144,864
600 Added 6.95%
9,234 $2.15 Million
Q3 2024

Nov 12, 2024
BUY
$197.34 - $237.68 $209,772 - $252,653
1,063 Added 14.04%
8,634 $1.95 Million
Q2 2024

Aug 13, 2024
BUY
$192.53 - $231.41 $188,101 - $226,087
977 Added 14.82%
7,571 $1.71 Million
Q1 2024

Aug 13, 2024
BUY
$184.12 - $211.02 $490,495 - $562,157
2,664 Added 67.79%
6,594 $1.37 Million
Q4 2023

Feb 15, 2024
SELL
$160.19 - $193.07 $7,689 - $9,267
-48 Reduced 1.21%
3,930 $756,000
Q3 2023

Nov 15, 2023
BUY
$161.97 - $180.26 $43,245 - $48,129
267 Added 7.19%
3,978 $652,000
Q2 2023

Aug 15, 2023
SELL
$143.97 - $174.63 $40,167 - $48,721
-279 Reduced 6.99%
3,711 $645,000
Q1 2023

May 15, 2023
BUY
$121.18 - $151.01 $124,694 - $155,389
1,029 Added 34.75%
3,990 $602,000
Q4 2022

Feb 16, 2023
SELL
$116.56 - $136.15 $1.02 Billion - $1.19 Billion
-8,719,863 Reduced 99.95%
4,020 $500,000
Q4 2022

Feb 16, 2023
SELL
$116.56 - $136.15 $123,437 - $144,182
-1,059 Reduced 26.34%
2,961 $368,000
Q4 2022

Feb 15, 2023
BUY
$116.56 - $136.15 $1.02 Billion - $1.19 Billion
8,721,450 Added 358464.88%
8,723,883 $1.09 Billion
Q3 2022

Nov 14, 2022
SELL
$118.78 - $151.56 $38,959 - $49,711
-328 Reduced 11.88%
2,433 $289,000
Q2 2022

Aug 15, 2022
BUY
$123.49 - $161.47 $137,320 - $179,554
1,112 Added 67.43%
2,761 $351,000
Q1 2022

May 11, 2022
SELL
$141.39 - $175.52 $628,054 - $779,659
-4,442 Reduced 72.93%
1,649 $262,000
Q4 2021

Feb 11, 2022
BUY
$148.06 - $176.65 $901,833 - $1.08 Million
6,091 New
6,091 $1.06 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-1,243 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
N/A
878 Added 240.55%
1,243 $94,000
Q2 2018

Aug 15, 2018
SELL
N/A
-24,987 Reduced 98.56%
365 $25,000
Q2 2018

Aug 15, 2018
SELL
N/A
-428 Reduced 1.66%
25,352 $25,000
Q2 2018

Aug 14, 2018
BUY
N/A
25,780 New
25,780 $57,000

Others Institutions Holding XLK

# of Institutions
2,406
Shares Held
177M
Call Options Held
9.73M
Put Options Held
15.2M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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