Heritage Trust CO Technology Sector Spdr Transaction History

Heritage Trust CO

  • $911 Million
  • Q3 2025

A detailed history of Heritage Trust CO transactions in Technology Sector Spdr stock. As of the latest transaction made, Heritage Trust CO holds 2,456 shares of XLK stock, worth $707,696. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,456
Previous 2,456 -0.0%
Holding current value
$707,696
Previous $621,000 11.43%
% of portfolio
0.08%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$192.53 - $231.41 $77,012 - $92,564
400 Added 19.46%
2,456 $555,000
Q1 2024

May 10, 2024
SELL
$184.12 - $211.02 $92,060 - $105,510
-500 Reduced 19.56%
2,056 $428,000
Q4 2023

Feb 09, 2024
BUY
$160.19 - $193.07 $8,970 - $10,811
56 Added 2.24%
2,556 $491,000
Q2 2023

Aug 11, 2023
BUY
$143.97 - $174.63 $359,925 - $436,575
2,500 New
2,500 $434,000

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

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Heritage Trust CO Portfolio

Follow Heritage Trust CO 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 Heritage Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Trust CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email