Plan Group Financial, LLC Technology Sector Spdr Transaction History

Plan Group Financial, LLC

  • $355 Million
  • Q3 2025

A detailed history of Plan Group Financial, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Plan Group Financial, LLC holds 4,025 shares of XLK stock, worth $1.16 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
4,025
Holding current value
$1.16 Million
% of portfolio
0.32%

Shares

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

Oct 27, 2025
BUY
$250.97 - $282.66 $1.01 Million - $1.14 Million
4,025 New
4,025 $1.13 Million
Q1 2025

May 09, 2025
BUY
$206.38 - $242.18 $402,441 - $472,251
1,950 Added 143.07%
3,313 $684,000
Q4 2024

Jan 31, 2025
SELL
$220.26 - $241.44 $6,607 - $7,243
-30 Reduced 2.15%
1,363 $316,000
Q3 2024

Oct 22, 2024
BUY
$197.34 - $237.68 $274,894 - $331,088
1,393 New
1,393 $314,000

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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