A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Technology Sector Spdr stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 2,946 shares of XLK stock, worth $848,889. This represents 0.57% of its overall portfolio holdings.

Number of Shares
2,946
Previous 2,569 14.67%
Holding current value
$848,889
Previous $651 Million 27.61%
% of portfolio
0.57%
Previous 0.51%

Shares

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

Nov 12, 2025

BUY
$250.97 - $282.66 $94,615 - $106,562
377 Added 14.67%
2,946 $830 Million
Q2 2025

Aug 08, 2025

BUY
$179.73 - $253.23 $76,205 - $107,369
424 Added 19.77%
2,569 $651 Million
Q1 2025

May 09, 2025

SELL
$206.38 - $242.18 $240,845 - $282,624
-1,167 Reduced 35.24%
2,145 $443 Million
Q4 2024

Jan 28, 2025

BUY
$220.26 - $241.44 $729,501 - $799,649
3,312 New
3,312 $770 Million

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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