Spartan Planning & Wealth Management Technology Sector Spdr Transaction History

Spartan Planning & Wealth Management

  • $89.6 Million
  • Q4 2023

A detailed history of Spartan Planning & Wealth Management transactions in Technology Sector Spdr stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 1,125 shares of XLK stock, worth $263,778. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,125
Previous 633 77.73%
Holding current value
$263,778
Previous $103,000 109.71%
% of portfolio
0.24%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 12, 2024
BUY
$160.19 - $193.07 $78,813 - $94,990
492 Added 77.73%
1,125 $216,000
Q3 2023

Nov 17, 2023
BUY
$161.97 - $180.26 $102,527 - $114,104
633 New
633 $103,000

Others Institutions Holding XLK

# of Institutions
2,113
Shares Held
175M
Call Options Held
8.51M
Put Options Held
11.8M
View Full List

About TECHNOLOGY SECTOR SPDR

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