Zhang Financial LLC Technology Sector Spdr Transaction History

Zhang Financial LLC

  • $1.57 Billion
  • Q3 2024

A detailed history of Zhang Financial LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Zhang Financial LLC holds 6,214 shares of XLK stock, worth $1.46 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,214
Previous 6,214 -0.0%
Holding current value
$1.46 Million
Previous $1.41 Million 0.21%
% of portfolio
0.09%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 31, 2024
BUY
$160.19 - $193.07 $16,179 - $19,500
101 Added 1.65%
6,214 $1.2 Million
Q3 2023

Oct 11, 2023
SELL
$161.97 - $180.26 $156,139 - $173,770
-964 Reduced 13.62%
6,113 $1 Million
Q2 2023

Jul 18, 2023
BUY
$143.97 - $174.63 $86,669 - $105,127
602 Added 9.3%
7,077 $1.23 Million
Q1 2023

May 10, 2023
BUY
$121.18 - $151.01 $77,676 - $96,797
641 Added 10.99%
6,475 $977,000
Q4 2022

May 17, 2023
SELL
$116.56 - $136.15 $74,714 - $87,272
-641 Reduced 9.9%
5,834 $725,000
Q3 2022

Oct 18, 2022
SELL
$118.78 - $151.56 $23,637 - $30,160
-199 Reduced 3.3%
5,834 $693,000
Q2 2022

Jul 14, 2022
BUY
$123.49 - $161.47 $123 - $161
1 Added 0.02%
6,033 $767,000
Q1 2022

Apr 21, 2022
BUY
$141.39 - $175.52 $122,302 - $151,824
865 Added 16.74%
6,032 $958,000
Q3 2021

Oct 20, 2021
BUY
$147.91 - $159.7 $453,639 - $489,799
3,067 Added 146.05%
5,167 $771,000
Q2 2021

Jul 26, 2021
BUY
$131.31 - $147.82 $275,751 - $310,422
2,100 New
2,100 $310,000

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

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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