Yhb Investment Advisors, Inc. Technology Sector Spdr Transaction History

Yhb Investment Advisors, Inc.

$1.19 Billion
Q3 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 2,794 shares of XLK stock, worth $655,919. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,794

Previous 2,784 0.36%

Holding current value

$655,919

Previous $629,000 0.16%

% of portfolio

0.05%

Previous 0.05%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$197.34 - $237.68 $1,973 - $2,376	10 Added 0.36%	2,794 $630,000
Q2 2024 Aug 01, 2024	BUY	$192.53 - $231.41 $118,598 - $142,548	616 Added 28.41%	2,784 $629,000
Q1 2024 Aug 14, 2024	SELL	$184.12 - $211.02 $113,417 - $129,988	-616 Reduced 22.13%	2,168 $451,000
Q1 2024 Apr 26, 2024	BUY	$184.12 - $211.02 $57,261 - $65,627	311 Added 16.75%	2,168 $451,000
Q3 2023 Oct 23, 2023	BUY	$161.97 - $180.26 $323 - $360	2 Added 0.11%	1,857 $304,000
Q2 2023 Aug 10, 2023	BUY	$143.97 - $174.63 $9,358 - $11,350	65 Added 3.63%	1,855 $322,000
Q1 2023 May 08, 2023	SELL	$121.18 - $151.01 $25,568 - $31,863	-211 Reduced 10.54%	1,790 $270,000
Q4 2022 Jan 12, 2023	BUY	$116.56 - $136.15 $18,649 - $21,784	160 Added 8.69%	2,001 $0
Q3 2022 Nov 03, 2022	BUY	$118.78 - $151.56 $28,982 - $36,980	244 Added 15.28%	1,841 $219,000
Q2 2022 Jul 14, 2022	BUY	$123.49 - $161.47 $10,373 - $13,563	84 Added 5.55%	1,597 $203,000
Q1 2022 Apr 14, 2022	BUY	$141.39 - $175.52 $2,262 - $2,808	16 Added 1.07%	1,513 $240,000
Q4 2021 Jan 18, 2022	SELL	$148.06 - $176.65 $2,961 - $3,533	-20 Reduced 1.32%	1,497 $260,000
Q3 2021 Oct 28, 2021	BUY	$147.91 - $159.7 $9,170 - $9,901	62 Added 4.26%	1,517 $227,000
Q2 2021 Jul 15, 2021	SELL	$131.31 - $147.82 $23,635 - $26,607	-180 Reduced 11.01%	1,455 $215,000
Q1 2021 Apr 22, 2021	BUY	$125.83 - $138.59 $205,732 - $226,594	1,635 New	1,635 $234,000

Others Institutions Holding XLK

# of Institutions

2,239

Shares Held

169M

Call Options Held

14.8M

Put Options Held

18M

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 Yhb Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Yhb Investment Advisors, Inc. with notifications on news.

Account

Yhb Investment Advisors, Inc. Technology Sector Spdr Transaction History