Forbes Financial Planning, Inc. Technology Sector Spdr Transaction History

Forbes Financial Planning, Inc.

$136 Million
Q4 2024

A detailed history of Forbes Financial Planning, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 17,562 shares of XLK stock, worth $3.91 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares

17,562

Previous 17,663 0.57%

Holding current value

$3.91 Million

Previous $3.99 Million 2.41%

% of portfolio

3.01%

Previous 2.87%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$220.26 - $241.44 $22,246 - $24,385	-101 Reduced 0.57%	17,562 $4.08 Million
Q3 2024 Oct 29, 2024	SELL	$197.34 - $237.68 $21,904 - $26,382	-111 Reduced 0.62%	17,663 $3.99 Million
Q2 2024 Jul 25, 2024	SELL	$192.53 - $231.41 $27,146 - $32,628	-141 Reduced 0.79%	17,774 $4.02 Million
Q1 2024 Apr 29, 2024	SELL	$184.12 - $211.02 $84,511 - $96,858	-459 Reduced 2.5%	17,915 $3.73 Million
Q4 2023 Feb 13, 2024	BUY	$160.19 - $193.07 $2,082 - $2,509	13 Added 0.07%	18,374 $3.54 Million
Q3 2023 Nov 07, 2023	SELL	$161.97 - $180.26 $66,893 - $74,447	-413 Reduced 2.2%	18,361 $3.01 Million
Q2 2023 Aug 08, 2023	SELL	$143.97 - $174.63 $2,015 - $2,444	-14 Reduced 0.07%	18,774 $3.26 Million
Q1 2023 May 04, 2023	SELL	$121.18 - $151.01 $587,238 - $731,794	-4,846 Reduced 20.5%	18,788 $2.84 Million
Q3 2022 Oct 21, 2022	SELL	$118.78 - $151.56 $90,629 - $115,640	-763 Reduced 3.13%	23,634 $2.81 Million
Q2 2022 Aug 15, 2022	SELL	$123.49 - $161.47 $38,528 - $50,378	-312 Reduced 1.26%	24,397 $3.09 Million
Q1 2022 May 13, 2022	BUY	$141.39 - $175.52 $50,334 - $62,485	356 Added 1.46%	24,709 $3.91 Million
Q4 2021 Feb 18, 2022	BUY	$148.06 - $176.65 $3.61 Million - $4.3 Million	24,353 New	24,353 $4.23 Million

Others Institutions Holding XLK

# of Institutions

2,404

Shares Held

182M

Call Options Held

13.7M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

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Forbes Financial Planning, Inc. Technology Sector Spdr Transaction History