Sequent Planning LLC Technology Sector Spdr Transaction History

Sequent Planning LLC

  • $278 Billion
  • Q1 2025

A detailed history of Sequent Planning LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Sequent Planning LLC holds 21,809 shares of XLK stock, worth $4.58 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares
21,809
Previous 14,217 53.4%
Holding current value
$4.58 Million
Previous $3.31 Billion 36.23%
% of portfolio
1.62%
Previous 1.21%

Shares

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

May 13, 2025
BUY
$206.38 - $242.18 $1.57 Million - $1.84 Million
7,592 Added 53.4%
21,809 $4.5 Billion
Q4 2024

Feb 11, 2025
BUY
$220.26 - $241.44 $785,667 - $861,216
3,567 Added 33.49%
14,217 $3.31 Billion
Q3 2024

Nov 14, 2024
BUY
$197.34 - $237.68 $181,158 - $218,190
918 Added 9.43%
10,650 $2.4 Billion
Q2 2024

Aug 12, 2024
SELL
$192.53 - $231.41 $55,833 - $67,108
-290 Reduced 2.89%
9,732 $2.22 Billion
Q1 2024

May 14, 2024
BUY
$184.12 - $211.02 $1.85 Million - $2.11 Million
10,022 New
10,022 $2.09 Billion

Others Institutions Holding XLK

# of Institutions
2,403
Shares Held
177M
Call Options Held
8.97M
Put Options Held
13.1M
View Full List

About TECHNOLOGY SECTOR SPDR

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