Access Financial Services, Inc. Technology Sector Spdr Transaction History

Access Financial Services, Inc.

$164 Million
Q1 2025

A detailed history of Access Financial Services, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Access Financial Services, Inc. holds 9,946 shares of XLK stock, worth $1.91 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

9,946

Previous 10,806 7.96%

Holding current value

$1.91 Million

Previous $2.51 Million 18.31%

% of portfolio

1.25%

Previous 1.49%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$206.38 - $242.18 $177,486 - $208,274	-860 Reduced 7.96%	9,946 $2.05 Million
Q4 2024 Jan 16, 2025	SELL	$220.26 - $241.44 $59,690 - $65,430	-271 Reduced 2.45%	10,806 $2.51 Million
Q3 2024 Oct 31, 2024	SELL	$197.34 - $237.68 $20,720 - $24,956	-105 Reduced 0.94%	11,077 $2.5 Million
Q2 2024 Jul 25, 2024	SELL	$192.53 - $231.41 $32,922 - $39,571	-171 Reduced 1.51%	11,182 $2.53 Million
Q1 2024 Apr 22, 2024	SELL	$184.12 - $211.02 $228,492 - $261,875	-1,241 Reduced 9.85%	11,353 $2.36 Million
Q4 2023 Jan 18, 2024	BUY	$160.19 - $193.07 $21,946 - $26,450	137 Added 1.1%	12,594 $2.42 Million
Q3 2023 Oct 25, 2023	BUY	$161.97 - $180.26 $16,520 - $18,386	102 Added 0.83%	12,457 $2.04 Million
Q2 2023 Aug 07, 2023	SELL	$143.97 - $174.63 $26,346 - $31,957	-183 Reduced 1.46%	12,355 $2.15 Million
Q1 2023 Apr 21, 2023	BUY	$121.18 - $151.01 $10,057 - $12,533	83 Added 0.67%	12,538 $1.89 Million
Q4 2022 Jan 19, 2023	SELL	$116.56 - $136.15 $18,882 - $22,056	-162 Reduced 1.28%	12,455 $0
Q3 2022 Oct 18, 2022	BUY	$118.78 - $151.56 $523,819 - $668,379	4,410 Added 53.73%	12,617 $1.5 Million
Q2 2022 Jul 20, 2022	BUY	$123.49 - $161.47 $483,586 - $632,316	3,916 Added 91.26%	8,207 $1.04 Million
Q3 2021 Oct 28, 2021	SELL	$147.91 - $159.7 $79,131 - $85,439	-535 Reduced 11.09%	4,291 $641,000
Q2 2021 Jul 15, 2021	SELL	$131.31 - $147.82 $13,131 - $14,782	-100 Reduced 2.03%	4,826 $713,000
Q1 2021 Apr 23, 2021	SELL	$125.83 - $138.59 $12,583 - $13,859	-100 Reduced 1.99%	4,926 $654,000
Q4 2020 Jan 14, 2021	SELL	$110.86 - $130.52 $106,314 - $125,168	-959 Reduced 16.02%	5,026 $653,000
Q3 2020 Nov 09, 2020	SELL	$104.66 - $127.03 $15,699 - $19,054	-150 Reduced 2.44%	5,985 $698,000
Q2 2020 Aug 11, 2020	BUY	$76.54 - $104.63 $56,639 - $77,426	740 Added 13.72%	6,135 $641,000
Q1 2020 Apr 16, 2020	SELL	$70.4 - $102.79 $20,416 - $29,809	-290 Reduced 5.1%	5,395 $434,000
Q4 2019 Jan 21, 2020	SELL	$78.28 - $91.92 $4,696 - $5,515	-60 Reduced 1.04%	5,685 $521,000
Q2 2019 Jul 24, 2019	SELL	N/A	-700 Reduced 10.86%	5,745 $448,000
Q1 2019 Apr 26, 2019	SELL	N/A	-320 Reduced 4.73%	6,445 $477,000
Q4 2018 Feb 19, 2019	SELL	N/A	-4,385 Reduced 39.33%	6,765 $419,000
Q2 2018 Jul 20, 2018	BUY	N/A	4,095 Added 58.04%	11,150 $775,000
Q1 2018 Apr 27, 2018	SELL	N/A	-250 Reduced 3.42%	7,055 $462,000
Q3 2017 Nov 02, 2017	BUY	N/A	7,305	7,305 $432,000

Others Institutions Holding XLK

# of Institutions

2,409

Shares Held

181M

Call Options Held

13.7M

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 Access Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Access Financial Services, Inc. with notifications on news.

Account

Access Financial Services, Inc. Technology Sector Spdr Transaction History