Worth Financial Advisory Group, LLC Technology Sector Spdr Transaction History

Worth Financial Advisory Group, LLC

$152 Billion
Q2 2024

A detailed history of Worth Financial Advisory Group, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 3,053 shares of XLK stock, worth $639,145. This represents 0.45% of its overall portfolio holdings.

Number of Shares

3,053

Previous 3,284 7.03%

Holding current value

$639,145

Previous $684 Million 0.98%

% of portfolio

0.45%

Previous 0.47%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	SELL	$192.53 - $231.41 $44,474 - $53,455	-231 Reduced 7.03%	3,053 $691 Million
Q1 2024 Apr 30, 2024	SELL	$184.12 - $211.02 $2,209 - $2,532	-12 Reduced 0.36%	3,284 $684 Million
Q4 2023 Jan 19, 2024	SELL	$160.19 - $193.07 $24,829 - $29,925	-155 Reduced 4.49%	3,296 $634 Million
Q3 2023 Oct 13, 2023	BUY	$161.97 - $180.26 $4,049 - $4,506	25 Added 0.73%	3,451 $566 Million
Q2 2023 Jul 28, 2023	SELL	$143.97 - $174.63 $15,836 - $19,209	-110 Reduced 3.11%	3,426 $596 Million
Q1 2023 Apr 19, 2023	BUY	$121.18 - $151.01 $11,996 - $14,949	99 Added 2.88%	3,536 $534 Million
Q4 2022 Feb 13, 2023	BUY	$119.89 - $136.15 $412,061 - $467,947	3,437 New	3,437 $428 Million

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

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Worth Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Financial Advisory Group, LLC with notifications on news.

Account

Worth Financial Advisory Group, LLC Technology Sector Spdr Transaction History