Evernest Financial Advisors, LLC Technology Sector Spdr Transaction History

Evernest Financial Advisors, LLC

  • $318 Million
  • Q3 2025

A detailed history of Evernest Financial Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 1,535 shares of XLK stock, worth $442,310. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,535
Previous 1,075 42.79%
Holding current value
$442,310
Previous $272,000 58.82%
% of portfolio
0.14%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$250.97 - $282.66 $115,446 - $130,023
460 Added 42.79%
1,535 $432,000
Q1 2025

May 09, 2025
SELL
$206.38 - $242.18 $133,527 - $156,690
-647 Reduced 37.57%
1,075 $221,000
Q4 2024

Jan 23, 2025
SELL
$220.26 - $241.44 $15,638 - $17,142
-71 Reduced 3.96%
1,722 $400,000
Q3 2024

Oct 21, 2024
BUY
$197.34 - $237.68 $38,875 - $46,822
197 Added 12.34%
1,793 $404,000
Q4 2023

May 10, 2024
BUY
$160.19 - $193.07 $7,528 - $9,074
47 Added 2.94%
1,643 $316 Million
Q4 2021

Feb 13, 2024
BUY
$148.06 - $176.65 $236,303 - $281,933
1,596 New
1,596 $332 Million

Others Institutions Holding XLK

# of Institutions
2,611
Shares Held
184M
Call Options Held
9.53M
Put Options Held
14.1M
View Full List

About TECHNOLOGY SECTOR SPDR

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