Uma Financial Services, Inc. Technology Sector Spdr Transaction History

Uma Financial Services, Inc.

$562 Million
Q1 2025

A detailed history of Uma Financial Services, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Uma Financial Services, Inc. holds 2,375 shares of XLK stock, worth $551,902. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,375

Previous 2,373 0.08%

Holding current value

$551,902

Previous $551,000 11.07%

% of portfolio

0.09%

Previous 0.1%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$206.38 - $242.18 $412 - $484	2 Added 0.08%	2,375 $490,000
Q4 2024 Feb 12, 2025	BUY	$220.26 - $241.44 $68,500 - $75,087	311 Added 15.08%	2,373 $551,000
Q3 2024 Oct 16, 2024	BUY	$197.34 - $237.68 $9,274 - $11,170	47 Added 2.33%	2,062 $465,000
Q2 2024 Jul 17, 2024	BUY	$192.53 - $231.41 $577 - $694	3 Added 0.15%	2,015 $455,000
Q1 2024 Apr 17, 2024	BUY	$184.12 - $211.02 $552 - $633	3 Added 0.15%	2,012 $419,000
Q4 2023 Jan 23, 2024	BUY	$160.19 - $193.07 $480 - $579	3 Added 0.15%	2,009 $386,000
Q3 2023 Oct 10, 2023	BUY	$161.97 - $180.26 $485 - $540	3 Added 0.15%	2,006 $328,000
Q2 2023 Jul 05, 2023	BUY	$143.97 - $174.63 $431 - $523	3 Added 0.15%	2,003 $348,000
Q1 2023 Apr 20, 2023	BUY	$121.18 - $151.01 $484 - $604	4 Added 0.2%	2,000 $302,000
Q4 2022 Jan 25, 2023	BUY	$116.56 - $136.15 $466 - $544	4 Added 0.2%	1,996 $0
Q3 2022 Oct 06, 2022	BUY	$118.78 - $151.56 $475 - $606	4 Added 0.2%	1,992 $253,000
Q2 2022 Aug 02, 2022	BUY	$123.49 - $161.47 $41,863 - $54,738	339 Added 20.56%	1,988 $286,000
Q1 2022 May 05, 2022	BUY	$141.39 - $175.52 $282 - $351	2 Added 0.12%	1,649 $246,000
Q4 2021 Jan 11, 2022	BUY	$148.06 - $176.65 $22,653 - $27,027	153 Added 10.24%	1,647 $273,000
Q3 2021 Oct 19, 2021	BUY	$147.91 - $159.7 $295 - $319	2 Added 0.13%	1,494 $233,000
Q2 2021 Jul 23, 2021	BUY	$131.31 - $147.82 $262 - $295	2 Added 0.13%	1,492 $228,000
Q1 2021 Apr 06, 2021	BUY	$125.83 - $138.59 $251 - $277	2 Added 0.13%	1,490 $206,000
Q4 2020 Feb 19, 2021	BUY	$110.86 - $130.52 $164,959 - $194,213	1,488 New	1,488 $203,000

Others Institutions Holding XLK

# of Institutions

2,408

Shares Held

177M

Call Options Held

9.73M

Put Options Held

15.2M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

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Uma Financial Services, Inc. Technology Sector Spdr Transaction History