Sheets Smith Wealth Management Technology Sector Spdr Transaction History

Sheets Smith Wealth Management

  • $828 Million
  • Q2 2024

A detailed history of Sheets Smith Wealth Management transactions in Technology Sector Spdr stock. As of the latest transaction made, Sheets Smith Wealth Management holds 1,031 shares of XLK stock, worth $229,428. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,031
Previous 1,271 18.88%
Holding current value
$229,428
Previous $264,000 11.74%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 30, 2024
SELL
$192.53 - $231.41 $46,207 - $55,538
-240 Reduced 18.88%
1,031 $233,000
Q1 2024

May 08, 2024
SELL
$184.12 - $211.02 $7,180 - $8,229
-39 Reduced 2.98%
1,271 $264,000
Q4 2023

Feb 06, 2024
BUY
$160.19 - $193.07 $69,041 - $83,213
431 Added 49.03%
1,310 $252,000
Q3 2023

Oct 23, 2023
BUY
$161.97 - $180.26 $142,371 - $158,448
879 New
879 $144,000

Others Institutions Holding XLK

# of Institutions
2,198
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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