Esg Planning Technology Sector Spdr Transaction History

Esg Planning

$205 Million
Q3 2025

A detailed history of Esg Planning transactions in Technology Sector Spdr stock. As of the latest transaction made, Esg Planning holds 8,174 shares of XLK stock, worth $2.36 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

8,174

Previous 6,883 18.76%

Holding current value

$2.36 Million

Previous $1.74 Million 32.2%

% of portfolio

1.12%

Previous 0.99%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$250.97 - $282.66 $324,002 - $364,914	1,291 Added 18.76%	8,174 $2.3 Million
Q2 2025 Aug 13, 2025	BUY	$179.73 - $253.23 $14,378 - $20,258	80 Added 1.18%	6,883 $1.74 Million
Q1 2025 May 02, 2025	BUY	$206.38 - $242.18 $347,750 - $408,073	1,685 Added 32.92%	6,803 $1.4 Million
Q4 2024 Feb 12, 2025	SELL	$220.26 - $241.44 $164,534 - $180,355	-747 Reduced 12.74%	5,118 $1.19 Million
Q3 2024 Nov 07, 2024	BUY	$197.34 - $237.68 $237,992 - $286,642	1,206 Added 25.89%	5,865 $1.32 Million

Q2 2024 Jul 30, 2024	BUY	$192.53 - $231.41 $523,874 - $629,666	2,721 Added 140.4%	4,659 $1.05 Million
Q1 2024 May 01, 2024	BUY	$184.12 - $211.02 $356,824 - $408,956	1,938 New	1,938 $403,000
Q4 2022 Feb 03, 2023	SELL	$116.56 - $136.15 $589,327 - $688,374	-5,056 Reduced 58.78%	3,546 $441,000
Q3 2022 Nov 09, 2022	BUY	$118.78 - $151.56 $18,648 - $23,794	157 Added 1.86%	8,602 $1.01 Million
Q2 2022 Aug 10, 2022	BUY	$123.49 - $161.47 $126,206 - $165,022	1,022 Added 13.77%	8,445 $1.07 Million
Q1 2022 May 31, 2022	BUY	$141.39 - $175.52 $1.05 Million - $1.3 Million	7,423 New	7,423 $1.18 Million

Others Institutions Holding XLK

# of Institutions

2,619

Shares Held

185M

Call Options Held

9.53M

Put Options Held

14.1M

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 Esg Planning, based on Form 13F filings with the SEC.

News

Stay updated on Esg Planning with notifications on news.

Account