Valeo Financial Advisors, LLC Technology Sector Spdr Transaction History

Valeo Financial Advisors, LLC

  • $4.33 Billion
  • Q1 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 25,723 shares of XLK stock, worth $5.4 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
25,723
Previous 25,732 0.03%
Holding current value
$5.4 Million
Previous $5.98 Million 11.23%
% of portfolio
0.12%
Previous 0.15%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$206.38 - $242.18 $1,857 - $2,179
-9 Reduced 0.03%
25,723 $5.31 Million
Q4 2024

Jan 30, 2025
BUY
$220.26 - $241.44 $205,502 - $225,263
933 Added 3.76%
25,732 $5.98 Million
Q3 2024

Oct 10, 2024
SELL
$197.34 - $237.68 $181,355 - $218,427
-919 Reduced 3.57%
24,799 $5.6 Million
Q2 2024

Jul 10, 2024
BUY
$192.53 - $231.41 $1.06 Million - $1.27 Million
5,493 Added 27.16%
25,718 $5.82 Million
Q1 2024

Apr 25, 2024
BUY
$184.12 - $211.02 $8,837 - $10,128
48 Added 0.24%
20,225 $4.21 Million
Q1 2024

Apr 19, 2024
BUY
$184.12 - $211.02 $78,251 - $89,683
425 Added 2.15%
20,177 $4.2 Million
Q4 2023

Jan 29, 2024
BUY
$160.19 - $193.07 $109,249 - $131,673
682 Added 3.58%
19,752 $3.8 Million
Q3 2023

Oct 19, 2023
SELL
$161.97 - $180.26 $194,849 - $216,852
-1,203 Reduced 5.93%
19,070 $3.13 Million
Q2 2023

Jul 14, 2023
SELL
$143.97 - $174.63 $459,120 - $556,895
-3,189 Reduced 13.59%
20,273 $3.52 Million
Q1 2023

Apr 17, 2023
BUY
$121.18 - $151.01 $373,234 - $465,110
3,080 Added 15.11%
23,462 $3.54 Million
Q4 2022

Feb 09, 2023
BUY
$116.56 - $136.15 $485,122 - $566,656
4,162 Added 25.66%
20,382 $2.54 Million
Q3 2022

Oct 31, 2022
SELL
$118.78 - $151.56 $21,855 - $27,887
-184 Reduced 1.12%
16,220 $1.93 Million
Q2 2022

Aug 03, 2022
SELL
$123.49 - $161.47 $1.31 Million - $1.71 Million
-10,592 Reduced 39.24%
16,404 $2.09 Million
Q1 2022

Apr 28, 2022
BUY
$141.39 - $175.52 $578,850 - $718,578
4,094 Added 17.88%
26,996 $4.29 Million
Q4 2021

Jan 07, 2022
BUY
$148.06 - $176.65 $12,437 - $14,838
84 Added 0.37%
22,902 $3.98 Million
Q3 2021

Nov 02, 2021
SELL
$147.91 - $159.7 $59,016 - $63,720
-399 Reduced 1.72%
22,818 $3.41 Million
Q2 2021

Jul 22, 2021
SELL
$131.31 - $147.82 $23,241 - $26,164
-177 Reduced 0.76%
23,217 $3.43 Million
Q1 2021

Apr 12, 2021
BUY
$125.83 - $138.59 $22,523 - $24,807
179 Added 0.77%
23,394 $3.11 Million
Q4 2020

Feb 11, 2021
SELL
$110.86 - $130.52 $109,307 - $128,692
-986 Reduced 4.07%
23,215 $3.02 Million
Q3 2020

Oct 28, 2020
SELL
$104.66 - $127.03 $494,832 - $600,597
-4,728 Reduced 16.34%
24,201 $2.82 Million
Q2 2020

Jul 20, 2020
BUY
$76.54 - $104.63 $17,068 - $23,332
223 Added 0.78%
28,929 $3.02 Million
Q1 2020

Apr 13, 2020
BUY
$70.4 - $102.79 $992,640 - $1.45 Million
14,100 Added 96.54%
28,706 $2.45 Million
Q4 2019

Jan 24, 2020
BUY
$78.28 - $91.92 $36,478 - $42,834
466 Added 3.3%
14,606 $1.34 Million
Q3 2019

Oct 15, 2019
SELL
$79.69 - $81.76 $19,922 - $20,440
-250 Reduced 1.74%
14,140 $1.14 Million
Q2 2019

Jul 10, 2019
SELL
N/A
-2,317 Reduced 13.87%
14,390 $1.12 Million
Q1 2019

Apr 12, 2019
BUY
N/A
1,921 Added 12.99%
16,707 $1.24 Million
Q4 2018

Jan 30, 2019
SELL
N/A
-2,354 Reduced 13.73%
14,786 $916,000
Q3 2018

Nov 01, 2018
BUY
N/A
2,373 Added 16.07%
17,140 $1.18 Million
Q2 2018

Aug 14, 2018
BUY
N/A
3,691 Added 33.32%
14,767 $1.08 Million
Q1 2018

Apr 12, 2018
BUY
N/A
2,182 Added 24.53%
11,076 $725,000
Q4 2017

Feb 09, 2018
BUY
N/A
6,996 Added 368.6%
8,894 $569,000
Q3 2017

Nov 14, 2017
BUY
N/A
1,898
1,898 $112,000

Others Institutions Holding XLK

# of Institutions
2,403
Shares Held
185M
Call Options Held
13.7M
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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