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 2,426 shares of XLK stock, worth $564,821. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,426
Previous 1,108 118.95%
Holding current value
$564,821
Previous $250 Million 125.47%
% of portfolio
0.07%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About TECHNOLOGY SECTOR SPDR


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