A detailed history of Heritage Family Offices, LLP transactions in Technology Sector Spdr stock. As of the latest transaction made, Heritage Family Offices, LLP holds 2,898 shares of XLK stock, worth $688,246. This represents 0.34% of its overall portfolio holdings.

Number of Shares
2,898
Previous 2,895 0.1%
Holding current value
$688,246
Previous $655 Million 0.09%
% of portfolio
0.34%
Previous 0.36%

Shares

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

Oct 16, 2024

BUY
$197.34 - $237.68 $592 - $713
3 Added 0.1%
2,898 $654 Million
Q2 2024

Aug 01, 2024

BUY
$192.53 - $231.41 $557,374 - $669,931
2,895 New
2,895 $655 Million

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


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