Youngs Advisory Group, Inc. Technology Sector Spdr Transaction History

Youngs Advisory Group, Inc.

$223 Million
Q1 2024

A detailed history of Youngs Advisory Group, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Youngs Advisory Group, Inc. holds 90,506 shares of XLK stock, worth $20.7 Million. This represents 8.44% of its overall portfolio holdings.

Number of Shares

90,506

Previous 64,339 40.67%

Holding current value

$20.7 Million

Previous $12.4 Million 52.22%

% of portfolio

8.44%

Previous 6.21%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$184.12 - $211.02 $4.82 Million - $5.52 Million	26,167 Added 40.67%	90,506 $18.8 Million
Q4 2023 Jan 31, 2024	BUY	$160.19 - $193.07 $444,206 - $535,383	2,773 Added 4.5%	64,339 $12.4 Million
Q3 2023 Nov 02, 2023	BUY	$161.97 - $180.26 $228,539 - $254,346	1,411 Added 2.35%	61,566 $10.1 Million
Q2 2023 Aug 10, 2023	BUY	$143.97 - $174.63 $225,313 - $273,295	1,565 Added 2.67%	60,155 $10.5 Million
Q1 2023 May 02, 2023	BUY	$121.18 - $151.01 $262,112 - $326,634	2,163 Added 3.83%	58,590 $8.85 Million

Q4 2022 Jan 25, 2023	BUY	$119.89 - $136.15 $590,937 - $671,083	4,929 Added 9.57%	56,427 $0
Q3 2022 Oct 18, 2022	BUY	N/A	1,684 Added 3.38%	51,498 $6.12 Million
Q2 2022 Jul 13, 2022	BUY	N/A	12,392 Added 33.11%	49,814 $6.33 Million
Q1 2022 Apr 29, 2022	BUY	N/A	5,120 Added 15.85%	37,422 $5.95 Million
Q4 2021 Jan 26, 2022	BUY	N/A	4,822 Added 17.55%	32,302 $5.62 Million
Q3 2021 Oct 15, 2021	BUY	N/A	22,745 Added 480.36%	27,480 $4.1 Million
Q2 2021 Jul 21, 2021	BUY	N/A	4,735 New	4,735 $699,000

Others Institutions Holding XLK

# of Institutions

2,109

Shares Held

175M

Call Options Held

8.51M

Put Options Held

11.8M

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 Youngs Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Youngs Advisory Group, Inc. with notifications on news.

Account

Youngs Advisory Group, Inc. Technology Sector Spdr Transaction History