Holistic Planning, LLC Technology Sector Spdr Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Holistic Planning, LLC holds 1,309 shares of XLK stock, worth $377,188. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,309
Previous 1,483 11.73%
Holding current value
$377,188
Previous $376 Million 1.75%
% of portfolio
0.1%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$250.97 - $282.66 $43,668 - $49,182
-174 Reduced 11.73%
1,309 $369 Million
Q2 2025

Jul 28, 2025
BUY
$179.73 - $253.23 $11,682 - $16,459
65 Added 4.58%
1,483 $376 Million
Q1 2025

Apr 23, 2025
SELL
$206.38 - $242.18 $6,397 - $7,507
-31 Reduced 2.14%
1,418 $293 Million
Q3 2024

Nov 01, 2024
SELL
$197.34 - $237.68 $76,765 - $92,457
-389 Reduced 21.16%
1,449 $327 Million
Q1 2024

May 01, 2024
SELL
$184.12 - $211.02 $11,599 - $13,294
-63 Reduced 3.31%
1,838 $383 Million
Q4 2023

Feb 14, 2024
BUY
$160.19 - $193.07 $304,521 - $367,026
1,901 New
1,901 $366 Million

Others Institutions Holding XLK

# of Institutions
2,612
Shares Held
183M
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
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