Valley Financial Management, Inc. Technology Sector Spdr Transaction History

Valley Financial Management, Inc.

  • $193 Billion
  • Q2 2023

A detailed history of Valley Financial Management, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Valley Financial Management, Inc. holds 19,464 shares of XLK stock, worth $4.38 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
19,464
Previous 19,009 2.39%
Holding current value
$4.38 Million
Previous $2.87 Billion 17.89%
% of portfolio
1.75%
Previous 1.77%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
BUY
$143.97 - $174.63 $65,506 - $79,456
455 Added 2.39%
19,464 $3.38 Billion
Q1 2023

May 15, 2023
BUY
$121.18 - $151.01 $1 Million - $1.25 Million
8,272 Added 77.04%
19,009 $2.87 Billion
Q4 2022

Feb 14, 2023
SELL
$116.56 - $136.15 $159,687 - $186,525
-1,370 Reduced 11.32%
10,737 $1.34 Billion
Q3 2022

Nov 14, 2022
BUY
$118.78 - $151.56 $1.44 Million - $1.83 Million
12,107 New
12,107 $1.44 Billion

Others Institutions Holding XLK

# of Institutions
2,198
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 Valley Financial Management, Inc. Portfolio

Follow Valley Financial Management, 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 Valley Financial Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valley Financial Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email