A detailed history of Family Firm, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Family Firm, Inc. holds 1,769 shares of XLK stock, worth $425,780. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,769
Previous 1,766 0.17%
Holding current value
$425,780
Previous $399,000 -0.0%
% of portfolio
0.04%
Previous 0.04%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$197.34 - $237.68 $592 - $713
3 Added 0.17%
1,769 $399,000
Q2 2024

Jul 24, 2024

SELL
$192.53 - $231.41 $385 - $462
-2 Reduced 0.11%
1,766 $399,000
Q1 2024

May 01, 2024

BUY
$184.12 - $211.02 $552 - $633
3 Added 0.17%
1,768 $368,000
Q4 2023

Feb 05, 2024

SELL
$160.19 - $193.07 $36,042 - $43,440
-225 Reduced 11.31%
1,765 $339,000
Q3 2023

Oct 19, 2023

SELL
$161.97 - $180.26 $339,327 - $377,644
-2,095 Reduced 51.29%
1,990 $326,000
Q2 2023

Aug 08, 2023

SELL
$143.97 - $174.63 $2,879 - $3,492
-20 Reduced 0.49%
4,085 $710,000
Q1 2023

May 01, 2023

BUY
$121.18 - $151.01 $23,751 - $29,597
196 Added 5.01%
4,105 $619,000
Q4 2022

Feb 07, 2023

BUY
$116.56 - $136.15 $81,009 - $94,624
695 Added 21.62%
3,909 $486,000
Q3 2022

Nov 15, 2022

BUY
$118.78 - $151.56 $5,582 - $7,123
47 Added 1.48%
3,214 $382,000
Q2 2022

Dec 01, 2022

BUY
$123.49 - $161.47 $23,710 - $31,002
192 Added 5.97%
3,406 $433,000
Q1 2022

Nov 30, 2022

BUY
$141.39 - $175.52 $26,015 - $32,295
184 Added 5.72%
3,398 $540,000
Q4 2021

Feb 02, 2022

BUY
$148.06 - $176.65 $740 - $883
5 Added 0.16%
3,167 $551,000
Q3 2021

Oct 22, 2021

BUY
$147.91 - $159.7 $739 - $798
5 Added 0.16%
3,162 $501,000
Q2 2021

Jul 21, 2021

BUY
$131.31 - $147.82 $656 - $739
5 Added 0.16%
3,157 $466,000
Q1 2021

May 06, 2021

BUY
$125.83 - $138.59 $629 - $692
5 Added 0.16%
3,152 $419,000
Q4 2020

Jan 20, 2021

SELL
$110.86 - $130.52 $21,950 - $25,842
-198 Reduced 5.92%
3,147 $401,000
Q3 2020

Nov 04, 2020

SELL
$104.66 - $127.03 $4,500 - $5,462
-43 Reduced 1.27%
3,345 $390,000
Q2 2020

Aug 10, 2020

SELL
$76.54 - $104.63 $3,750 - $5,126
-49 Reduced 1.43%
3,388 $354,000
Q1 2020

Apr 29, 2020

SELL
$70.4 - $102.79 $40,972 - $59,823
-582 Reduced 14.48%
3,437 $276,000
Q4 2019

Feb 04, 2020

SELL
$78.28 - $91.92 $44,854 - $52,670
-573 Reduced 12.48%
4,019 $368,000
Q3 2019

Nov 12, 2019

BUY
$79.69 - $81.76 $1,035 - $1,062
13 Added 0.28%
4,592 $370,000
Q2 2019

Aug 06, 2019

BUY
N/A
14 Added 0.31%
4,579 $357,000
Q1 2019

May 06, 2019

BUY
N/A
4,565 New
4,565 $338,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Family Firm, Inc. Portfolio

Follow Family Firm, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Firm, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Family Firm, Inc. with notifications on news.