A detailed history of Schechter Investment Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 1,231 shares of XLK stock, worth $287,561. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,231
Previous 1,017 21.04%
Holding current value
$287,561
Previous $230,000 20.43%
% of portfolio
0.03%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$197.34 - $237.68 $42,230 - $50,863
214 Added 21.04%
1,231 $277,000
Q1 2024

May 06, 2024

BUY
$184.12 - $211.02 $187,250 - $214,607
1,017 New
1,017 $211,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Schechter Investment Advisors, LLC Portfolio

Follow Schechter Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schechter Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schechter Investment Advisors, LLC with notifications on news.