High Net Worth Advisory Group LLC Technology Sector Spdr Transaction History

High Net Worth Advisory Group LLC

  • $345 Million
  • Q4 2024

A detailed history of High Net Worth Advisory Group LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 2,861 shares of XLK stock, worth $671,963. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,861
Previous 2,861 -0.0%
Holding current value
$671,963
Previous $645,000 3.1%
% of portfolio
0.19%
Previous 0.18%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
BUY
$184.12 - $211.02 $9,021 - $10,339
49 Added 1.74%
2,861 $595,000
Q3 2023

Oct 05, 2023
BUY
$161.97 - $180.26 $161 - $180
1 Added 0.04%
2,812 $460,000
Q2 2023

Jul 07, 2023
BUY
$143.97 - $174.63 $5,038 - $6,112
35 Added 1.26%
2,811 $488,000
Q4 2022

Feb 14, 2023
SELL
$116.56 - $136.15 $3,613 - $4,220
-31 Reduced 1.1%
2,776 $345,000
Q3 2022

Oct 24, 2022
BUY
$118.78 - $151.56 $72,099 - $91,996
607 Added 27.59%
2,807 $333,000
Q1 2022

May 13, 2022
SELL
$141.39 - $175.52 $109,435 - $135,852
-774 Reduced 26.03%
2,200 $350,000
Q4 2021

Apr 27, 2022
BUY
$148.06 - $176.65 $440,330 - $525,357
2,974 New
2,974 $493,000

Others Institutions Holding XLK

# of Institutions
2,397
Shares Held
182M
Call Options Held
13.7M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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