Optimum Investment Advisors Technology Sector Spdr Transaction History

Optimum Investment Advisors

  • $220 Million
  • Q2 2024

A detailed history of Optimum Investment Advisors transactions in Technology Sector Spdr stock. As of the latest transaction made, Optimum Investment Advisors holds 300 shares of XLK stock, worth $67,587. This represents 0.03% of its overall portfolio holdings.

Number of Shares
300
Previous 875 65.71%
Holding current value
$67,587
Previous $182,000 63.19%
% of portfolio
0.03%
Previous 0.08%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
SELL
$192.53 - $231.41 $110,704 - $133,060
-575 Reduced 65.71%
300 $67,000
Q1 2024

Apr 11, 2024
SELL
$184.12 - $211.02 $4,603 - $5,275
-25 Reduced 2.78%
875 $182,000
Q4 2023

Jan 08, 2024
SELL
$160.19 - $193.07 $8,009 - $9,653
-50 Reduced 5.26%
900 $173,000
Q4 2022

Jan 05, 2023
SELL
$116.56 - $136.15 $233,120 - $272,300
-2,000 Reduced 67.8%
950 $0
Q3 2022

Oct 24, 2022
SELL
$118.78 - $151.56 $106,902 - $136,404
-900 Reduced 23.38%
2,950 $350,000
Q4 2021

Mar 17, 2022
SELL
$148.06 - $176.65 $59,224 - $70,660
-400 Reduced 9.41%
3,850 $669,000
Q3 2021

Oct 22, 2021
SELL
$147.91 - $159.7 $170,096 - $183,655
-1,150 Reduced 21.3%
4,250 $635,000
Q1 2021

Apr 15, 2021
SELL
$125.83 - $138.59 $125,830 - $138,590
-1,000 Reduced 15.63%
5,400 $717,000
Q3 2020

Oct 06, 2020
SELL
$104.66 - $127.03 $7,849 - $9,527
-75 Reduced 1.16%
6,400 $747,000
Q1 2020

Apr 21, 2020
SELL
$70.4 - $102.79 $96,729 - $141,233
-1,374 Reduced 17.51%
6,475 $520,000
Q4 2019

Jan 22, 2020
SELL
$78.28 - $91.92 $7,828 - $9,192
-100 Reduced 1.26%
7,849 $720,000
Q3 2019

Oct 17, 2019
BUY
$79.69 - $81.76 $65,664 - $67,370
824 Added 11.56%
7,949 $640,000
Q2 2019

Jul 29, 2019
BUY
N/A
100 Added 1.42%
7,125 $556,000
Q1 2019

May 03, 2019
SELL
N/A
-400 Reduced 5.39%
7,025 $520,000
Q4 2018

Feb 04, 2019
SELL
N/A
-450 Reduced 5.71%
7,425 $460,000
Q2 2018

Oct 05, 2018
SELL
N/A
-900 Reduced 10.26%
7,875 $547,000
Q1 2018

May 09, 2018
BUY
N/A
150 Added 1.74%
8,775 $574,000
Q4 2017

Jan 16, 2018
BUY
N/A
200 Added 2.37%
8,625 $552,000
Q3 2017

Nov 21, 2017
SELL
N/A
-800 Reduced 8.67%
8,425 $498,000
Q2 2017

Aug 14, 2017
BUY
N/A
9,225
9,225 $505,000

Others Institutions Holding XLK

# of Institutions
2,199
Shares Held
173M
Call Options Held
13.5M
Put Options Held
14.8M
View Full List

About TECHNOLOGY SECTOR SPDR

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