A detailed history of Northwest Financial Advisors transactions in Technology Sector Spdr stock. As of the latest transaction made, Northwest Financial Advisors holds 1,126 shares of XLK stock, worth $272,289. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,126
Previous 954 18.03%
Holding current value
$272,289
Previous $215 Million 21.49%
% of portfolio
0.22%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025

BUY
$220.26 - $241.44 $37,884 - $41,527
172 Added 18.03%
1,126 $262 Million
Q2 2024

Aug 12, 2024

SELL
$192.53 - $231.41 $27,146 - $32,628
-141 Reduced 12.88%
954 $216 Million
Q1 2024

May 09, 2024

BUY
$184.12 - $211.02 $90,955 - $104,243
494 Added 82.2%
1,095 $228 Million
Q4 2023

Feb 07, 2024

BUY
$160.19 - $193.07 $96,274 - $116,035
601 New
601 $116 Million

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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