Osterweis Capital Management Inc Technology Sector Spdr Transaction History

Osterweis Capital Management Inc

  • $2.15 Billion
  • Q4 2024

A detailed history of Osterweis Capital Management Inc transactions in Technology Sector Spdr stock. As of the latest transaction made, Osterweis Capital Management Inc holds 3,248 shares of XLK stock, worth $709,817. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,248
Previous 3,421 5.06%
Holding current value
$709,817
Previous $772,000 2.2%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Feb 13, 2025
SELL
$220.26 - $241.44 $38,104 - $41,769
-173 Reduced 5.06%
3,248 $755,000
Q1 2022

May 16, 2022
SELL
$141.39 - $175.52 $17,673 - $21,940
-125 Reduced 3.53%
3,421 $544,000
Q3 2021

Nov 15, 2021
BUY
$147.91 - $159.7 $18,488 - $19,962
125 Added 3.65%
3,546 $530,000
Q4 2020

Feb 12, 2021
BUY
$110.86 - $130.52 $379,252 - $446,508
3,421 New
3,421 $445,000

Others Institutions Holding XLK

# of Institutions
2,412
Shares Held
182M
Call Options Held
13.7M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

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