Schmidt P J Investment Management Inc Technology Sector Spdr Transaction History

Schmidt P J Investment Management Inc

  • $562 Million
  • Q2 2025

A detailed history of Schmidt P J Investment Management Inc transactions in Technology Sector Spdr stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 4,723 shares of XLK stock, worth $1.34 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
4,723
Previous 4,723 -0.0%
Holding current value
$1.34 Million
Previous $975,000 22.67%
% of portfolio
0.21%
Previous 0.18%

Shares

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

May 21, 2025
SELL
$206.38 - $242.18 $82,552 - $96,872
-400 Reduced 7.81%
4,723 $975,000
Q4 2024

Jan 27, 2025
SELL
$220.26 - $241.44 $22,686 - $24,868
-103 Reduced 1.97%
5,123 $1.19 Million
Q3 2024

Oct 23, 2024
BUY
$197.34 - $237.68 $78,936 - $95,072
400 Added 8.29%
5,226 $1.18 Million
Q4 2023

Jan 29, 2024
SELL
$160.19 - $193.07 $82,658 - $99,624
-516 Reduced 9.66%
4,826 $928,000
Q1 2023

Apr 28, 2023
SELL
$121.18 - $151.01 $36,959 - $46,058
-305 Reduced 5.4%
5,342 $806,000
Q3 2020

Oct 28, 2020
SELL
$104.66 - $127.03 $591,015 - $717,338
-5,647 Closed
0 $0
Q2 2020

Jul 29, 2020
BUY
$76.54 - $104.63 $10,715 - $14,648
140 Added 2.54%
5,647 $590,000
Q1 2020

Apr 20, 2020
SELL
$70.4 - $102.79 $14,854 - $21,688
-211 Reduced 3.69%
5,507 $443,000
Q4 2017

Jan 30, 2018
BUY
N/A
5,718
5,718 $366,000

Others Institutions Holding XLK

# of Institutions
2,518
Shares Held
184M
Call Options Held
9.76M
Put Options Held
15.4M
View Full List

About TECHNOLOGY SECTOR SPDR

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