A detailed history of Smith, Salley & Associates transactions in Technology Sector Spdr stock. As of the latest transaction made, Smith, Salley & Associates holds 2,036 shares of XLK stock, worth $472,698. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,036
Previous 1,601 27.17%
Holding current value
$472,698
Previous $308,000 37.66%
% of portfolio
0.03%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

BUY
$184.12 - $211.02 $80,092 - $91,793
435 Added 27.17%
2,036 $424,000
Q1 2023

May 03, 2023

BUY
$121.18 - $151.01 $194,009 - $241,767
1,601 New
1,601 $241,000
Q2 2022

Aug 01, 2022

BUY
N/A
428 Added 25.71%
2,093 $266,000
Q4 2021

Feb 10, 2022

SELL
N/A
-80 Reduced 4.58%
1,665 $290,000
Q2 2021

Aug 09, 2021

SELL
N/A
-153 Reduced 8.06%
1,745 $258,000
Q1 2021

Apr 30, 2021

SELL
N/A
-47 Reduced 2.42%
1,898 $252,000
Q4 2020

Jan 28, 2021

BUY
N/A
1 Added 0.05%
1,945 $253,000
Q3 2020

Nov 05, 2020

BUY
N/A
1,944 New
1,944 $227,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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