Summit Financial Wealth Advisors, LLC Technology Sector Spdr Transaction History

Summit Financial Wealth Advisors, LLC

  • $505 Million
  • Q3 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 3,585 shares of XLK stock, worth $833,584. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,585
Previous 3,585 -0.0%
Holding current value
$833,584
Previous $811,000 0.25%
% of portfolio
0.16%
Previous 0.18%

Shares

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

May 02, 2024
BUY
$184.12 - $211.02 $15,650 - $17,936
85 Added 2.43%
3,585 $746,000
Q3 2023

Nov 13, 2023
SELL
$161.97 - $180.26 $48,591 - $54,078
-300 Reduced 7.89%
3,500 $573,000
Q1 2023

Apr 10, 2023
SELL
$121.18 - $151.01 $3,271 - $4,077
-27 Reduced 0.71%
3,800 $573,000
Q4 2022

Jan 17, 2023
SELL
$116.56 - $136.15 $11,656 - $13,615
-100 Reduced 2.55%
3,827 $0
Q2 2022

Jul 26, 2022
BUY
$123.49 - $161.47 $3,334 - $4,359
27 Added 0.69%
3,927 $535,000
Q1 2022

May 06, 2022
SELL
$141.39 - $175.52 $3,817 - $4,739
-27 Reduced 0.69%
3,900 $620,000
Q4 2021

Jan 12, 2022
SELL
$148.06 - $176.65 $22,653 - $27,027
-153 Reduced 3.75%
3,927 $682,000
Q2 2021

Aug 09, 2021
SELL
$131.31 - $147.82 $3,545 - $3,991
-27 Reduced 0.66%
4,080 $602,000
Q1 2021

Apr 23, 2021
BUY
$125.83 - $138.59 $3,397 - $3,741
27 Added 0.66%
4,107 $534,000
Q4 2020

Jan 11, 2021
SELL
$110.86 - $130.52 $14,079 - $16,576
-127 Reduced 3.02%
4,080 $476,000
Q3 2020

Nov 09, 2020
SELL
$104.66 - $127.03 $334,912 - $406,496
-3,200 Reduced 43.2%
4,207 $468,000
Q2 2020

Jul 16, 2020
SELL
$76.54 - $104.63 $122,693 - $167,721
-1,603 Reduced 17.79%
7,407 $798,000
Q1 2020

Apr 29, 2020
BUY
$70.4 - $102.79 $2,393 - $3,494
34 Added 0.38%
9,010 $754,000
Q4 2019

Jan 28, 2020
BUY
$78.28 - $91.92 $107,321 - $126,022
1,371 Added 18.03%
8,976 $854,000
Q1 2019

May 01, 2019
BUY
N/A
215 Added 2.91%
7,605 $577,000
Q4 2018

Feb 01, 2019
BUY
N/A
1,210 Added 19.58%
7,390 $458,000
Q3 2018

Oct 22, 2018
BUY
N/A
1,450 Added 30.66%
6,180 $430,000
Q1 2018

Apr 09, 2018
BUY
N/A
4,730 New
4,730 $309,000
Q1 2018

Apr 06, 2018
SELL
N/A
-4,950 Closed
0 $0
Q4 2017

Feb 05, 2018
SELL
N/A
-1,000 Reduced 16.81%
4,950 $317,000
Q3 2017

Nov 06, 2017
SELL
N/A
-502 Reduced 7.78%
5,950 $352,000
Q2 2017

Aug 14, 2017
BUY
N/A
6,452
6,452 $353,000

Others Institutions Holding XLK

# of Institutions
2,242
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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