Root Financial Partners, LLC Technology Sector Spdr Transaction History

Root Financial Partners, LLC

  • $938 Billion
  • Q1 2025

A detailed history of Root Financial Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Root Financial Partners, LLC holds 1,706 shares of XLK stock, worth $358,208. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,706
Previous 2,426 29.68%
Holding current value
$358,208
Previous $564 Million 37.56%
% of portfolio
0.04%
Previous 0.07%

Shares

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

Apr 24, 2025
SELL
$206.38 - $242.18 $148,593 - $174,369
-720 Reduced 29.68%
1,706 $352 Million
Q4 2024

Jan 29, 2025
BUY
$220.26 - $241.44 $290,302 - $318,217
1,318 Added 118.95%
2,426 $564 Million
Q3 2024

Oct 31, 2024
BUY
$197.34 - $237.68 $218,652 - $263,349
1,108 New
1,108 $250 Million
Q1 2024

Apr 24, 2024
BUY
$184.12 - $211.02 $264,948 - $303,657
1,439 New
1,439 $300 Million

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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