Goal Vest Advisory LLC Technology Sector Spdr Transaction History

Goal Vest Advisory LLC

$352 Million
Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Goal Vest Advisory LLC holds 31 shares of XLK stock, worth $7,439. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$7,439

% of portfolio

0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$220.26 - $241.44 $6,828 - $7,484	31 New	31 $7,000
Q1 2022 May 03, 2022	SELL	$141.39 - $175.52 $14,138 - $17,552	-100 Closed	0 $0
Q2 2021 Sep 01, 2021	BUY	$131.31 - $147.82 $13,131 - $14,782	100 New	100 $15,000
Q1 2021 May 13, 2021	SELL	$125.83 - $138.59 $11,828 - $13,027	-94 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$110.86 - $130.52 $10,420 - $12,268	94 New	94 $12,000

Others Institutions Holding XLK

# of Institutions

2,374

Shares Held

181M

Call Options Held

14.2M

Put Options Held

17M

Bank Of America Corp Charlotte, NC

12.5M
Shares

$3 Billion
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

11M
Shares

$2.64 Billion
0.59% of portfolio
Morgan Stanley New York, NY

9.86M
Shares

$2.37 Billion
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

7.47M
Shares

$1.79 Billion
0.73% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.74M
Shares

$1.38 Billion
0.36% of portfolio

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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