Sequent Planning LLC Technology Sector Spdr Transaction History

Sequent Planning LLC

$352 Billion
Q3 2025

A detailed history of Sequent Planning LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Sequent Planning LLC holds 29,022 shares of XLK stock, worth $8.36 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares

29,022

Previous 28,247 2.74%

Holding current value

$8.36 Million

Previous $7.15 Billion 14.36%

% of portfolio

2.32%

Previous 2.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$250.97 - $282.66 $194,501 - $219,061	775 Added 2.74%	29,022 $8.18 Billion
Q2 2025 Aug 14, 2025	BUY	$179.73 - $253.23 $1.16 Million - $1.63 Million	6,438 Added 29.52%	28,247 $7.15 Billion
Q1 2025 May 13, 2025	BUY	$206.38 - $242.18 $1.57 Million - $1.84 Million	7,592 Added 53.4%	21,809 $4.5 Billion
Q4 2024 Feb 11, 2025	BUY	$220.26 - $241.44 $785,667 - $861,216	3,567 Added 33.49%	14,217 $3.31 Billion
Q3 2024 Nov 14, 2024	BUY	$197.34 - $237.68 $181,158 - $218,190	918 Added 9.43%	10,650 $2.4 Billion

Q2 2024 Aug 12, 2024	SELL	$192.53 - $231.41 $55,833 - $67,108	-290 Reduced 2.89%	9,732 $2.22 Billion
Q1 2024 May 14, 2024	BUY	$184.12 - $211.02 $1.85 Million - $2.11 Million	10,022 New	10,022 $2.09 Billion

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

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Sequent Planning LLC Technology Sector Spdr Transaction History