Phillips Financial Management, LLC Technology Sector Spdr Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Phillips Financial Management, LLC holds 2,284 shares of XLK stock, worth $658,134. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,284
Previous 971 135.22%
Holding current value
$658,134
Previous $245,000 162.45%
% of portfolio
0.04%
Previous 0.02%

Shares

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

Oct 24, 2025
BUY
$250.97 - $282.66 $329,523 - $371,132
1,313 Added 135.22%
2,284 $643,000
Q2 2025

Jul 30, 2025
BUY
$179.73 - $253.23 $20,129 - $28,361
112 Added 13.04%
971 $245,000
Q1 2024

Apr 23, 2024
SELL
$184.12 - $211.02 $23,751 - $27,221
-129 Reduced 13.06%
859 $178,000
Q4 2023

Jan 25, 2024
BUY
$160.19 - $193.07 $20,664 - $24,906
129 Added 15.02%
988 $190,000
Q3 2023

Nov 09, 2023
SELL
$161.97 - $180.26 $6,964 - $7,751
-43 Reduced 4.77%
859 $140,000
Q3 2022

Nov 08, 2022
BUY
$118.78 - $151.56 $107,139 - $136,707
902 New
902 $107,000

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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