Uma Financial Services, Inc. Technology Sector Spdr Transaction History

Uma Financial Services, Inc.

  • $514 Million
  • Q2 2024

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 2,015 shares of XLK stock, worth $421,840. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,015
Previous 2,012 0.15%
Holding current value
$421,840
Previous $419,000 8.59%
% of portfolio
0.09%
Previous 0.09%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$119.89 - $136.15 $479 - $544
4 Added 0.2%
1,996 $0
Q3 2022

Oct 06, 2022
BUY
N/A
4 Added 0.2%
1,992 $253,000
Q2 2022

Aug 02, 2022
BUY
N/A
339 Added 20.56%
1,988 $286,000
Q1 2022

May 05, 2022
BUY
N/A
2 Added 0.12%
1,649 $246,000
Q4 2021

Jan 11, 2022
BUY
N/A
153 Added 10.24%
1,647 $273,000
Q3 2021

Oct 19, 2021
BUY
N/A
2 Added 0.13%
1,494 $233,000
Q2 2021

Jul 23, 2021
BUY
N/A
2 Added 0.13%
1,492 $228,000
Q1 2021

Apr 06, 2021
BUY
N/A
2 Added 0.13%
1,490 $206,000
Q4 2020

Feb 19, 2021
BUY
N/A
1,488 New
1,488 $203,000

Others Institutions Holding XLK

# of Institutions
2,197
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
Track This Portfolio

Track Uma Financial Services, Inc. Portfolio

Follow Uma Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email