Schneider Downs Wealth Management Advisors, LP Technology Sector Spdr Transaction History

Schneider Downs Wealth Management Advisors, LP

  • $439 Million
  • Q2 2024

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Technology Sector Spdr stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 1,769 shares of XLK stock, worth $398,538. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,769
Previous 1,539 14.94%
Holding current value
$398,538
Previous $320,000 25.0%
% of portfolio
0.09%
Previous 0.07%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
BUY
$192.53 - $231.41 $44,281 - $53,224
230 Added 14.94%
1,769 $400,000
Q4 2023

Feb 09, 2024
SELL
$160.19 - $193.07 $47,736 - $57,534
-298 Reduced 16.22%
1,539 $296,000
Q3 2023

Nov 06, 2023
SELL
$161.97 - $180.26 $351,798 - $391,524
-2,172 Reduced 54.18%
1,837 $301,000
Q1 2023

May 04, 2023
SELL
$121.18 - $151.01 $14,056 - $17,517
-116 Reduced 2.81%
4,009 $605,000
Q4 2022

Feb 01, 2023
BUY
$116.56 - $136.15 $179,385 - $209,534
1,539 Added 59.51%
4,125 $513,000
Q1 2022

May 02, 2022
BUY
$141.39 - $175.52 $424 - $526
3 Added 0.12%
2,586 $411,000
Q4 2021

Jan 31, 2022
BUY
$148.06 - $176.65 $444 - $529
3 Added 0.12%
2,583 $449,000
Q3 2021

Oct 14, 2021
BUY
$147.91 - $159.7 $295 - $319
2 Added 0.08%
2,580 $385,000
Q1 2021

Apr 26, 2021
BUY
$125.83 - $138.59 $324,389 - $357,285
2,578 New
2,578 $342,000

Others Institutions Holding XLK

# of Institutions
2,199
Shares Held
173M
Call Options Held
13.5M
Put Options Held
14.8M
View Full List

About TECHNOLOGY SECTOR SPDR

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