Sequoia Financial Advisors, LLC Technology Sector Spdr Transaction History

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 26,664 shares of XLK stock, worth $6.24 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
26,664
Previous 25,709 3.71%
Holding current value
$6.24 Million
Previous $5.82 Million 3.49%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 21, 2024
BUY
$197.34 - $237.68 $188,459 - $226,984
955 Added 3.71%
26,664 $6.02 Million
Q2 2024

Jul 15, 2024
BUY
$192.53 - $231.41 $313,631 - $376,966
1,629 Added 6.76%
25,709 $5.82 Million
Q1 2024

Apr 30, 2024
BUY
$184.12 - $211.02 $170,679 - $195,615
927 Added 4.0%
24,080 $5.02 Million
Q4 2023

Jan 25, 2024
BUY
$160.19 - $193.07 $752,412 - $906,849
4,697 Added 25.45%
23,153 $4.46 Million
Q3 2023

Nov 08, 2023
SELL
$161.97 - $180.26 $38,548 - $42,901
-238 Reduced 1.27%
18,456 $3.03 Million
Q2 2023

Aug 08, 2023
BUY
$143.97 - $174.63 $645,273 - $782,691
4,482 Added 31.54%
18,694 $3.25 Million
Q1 2023

Apr 24, 2023
SELL
$121.18 - $151.01 $20,842 - $25,973
-172 Reduced 1.2%
14,212 $2.15 Million
Q4 2022

Feb 10, 2023
SELL
$116.56 - $136.15 $70,052 - $81,826
-601 Reduced 4.01%
14,384 $1.79 Million
Q4 2022

Jan 17, 2023
SELL
$116.56 - $136.15 $32,287 - $37,713
-277 Reduced 1.81%
14,985 $0
Q3 2022

Oct 26, 2022
SELL
$118.78 - $151.56 $232,214 - $296,299
-1,955 Reduced 11.36%
15,262 $1.81 Million
Q2 2022

Jul 22, 2022
BUY
$123.49 - $161.47 $73,106 - $95,590
592 Added 3.56%
17,217 $2.19 Million
Q1 2022

May 13, 2022
SELL
$141.39 - $175.52 $60,797 - $75,473
-430 Reduced 2.52%
16,625 $2.64 Million
Q4 2021

Feb 11, 2022
BUY
$148.06 - $176.65 $2.53 Million - $3.01 Million
17,055 New
17,055 $2.97 Million
Q3 2021

Oct 26, 2021
SELL
$147.91 - $159.7 $1.86 Million - $2.01 Million
-12,557 Closed
0 $0
Q2 2021

Jul 27, 2021
BUY
$131.31 - $147.82 $58,039 - $65,336
442 Added 3.65%
12,557 $1.85 Million
Q1 2021

May 14, 2021
SELL
$125.83 - $138.59 $148,479 - $163,536
-1,180 Reduced 8.88%
12,115 $1.61 Million
Q4 2020

Feb 12, 2021
BUY
$110.86 - $130.52 $203,649 - $239,765
1,837 Added 16.03%
13,295 $1.73 Million
Q3 2020

Oct 23, 2020
BUY
$104.66 - $127.03 $803,998 - $975,844
7,682 Added 203.44%
11,458 $1.34 Million
Q2 2020

Aug 25, 2020
BUY
$76.54 - $104.63 $289,015 - $395,082
3,776 New
3,776 $395,000
Q2 2020

Aug 11, 2020
BUY
$76.54 - $104.63 $0 - $0
0 New
0 $395,000
Q1 2020

May 11, 2020
SELL
$70.4 - $102.79 $246,540 - $359,970
-3,502 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$78.28 - $91.92 $9,785 - $11,490
125 Added 3.7%
3,502 $321,000
Q3 2019

Oct 22, 2019
SELL
$79.69 - $81.76 $5,020 - $5,150
-63 Reduced 1.83%
3,377 $272,000
Q2 2019

Jul 31, 2019
SELL
N/A
-151 Reduced 4.2%
3,440 $268,000
Q1 2019

May 13, 2019
BUY
N/A
3,591 New
3,591 $266,000
Q4 2018

Feb 14, 2019
SELL
N/A
-2,854 Closed
0 $0
Q3 2018

Nov 14, 2018
BUY
N/A
2,854 New
2,854 $215,000
Q1 2018

May 14, 2018
SELL
N/A
-3,163 Closed
0 $0
Q4 2017

Feb 13, 2018
BUY
N/A
3,163
3,163 $202,000

Others Institutions Holding XLK

# of Institutions
2,247
Shares Held
169M
Call Options Held
14.8M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

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