Spartan Planning & Wealth Management Technology Sector Spdr Transaction History

Spartan Planning & Wealth Management

  • $106 Million
  • Q4 2024

A detailed history of Spartan Planning & Wealth Management transactions in Technology Sector Spdr stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 5,727 shares of XLK stock, worth $1.31 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
5,727
Previous 1,125 409.07%
Holding current value
$1.31 Million
Previous $216,000 516.2%
% of portfolio
1.26%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 07, 2025
BUY
$220.26 - $241.44 $1.01 Million - $1.11 Million
4,602 Added 409.07%
5,727 $1.33 Million
Q4 2023

Mar 12, 2024
BUY
$160.19 - $193.07 $78,813 - $94,990
492 Added 77.73%
1,125 $216,000
Q3 2023

Nov 17, 2023
BUY
$161.97 - $180.26 $102,527 - $114,104
633 New
633 $103,000

Others Institutions Holding XLK

# of Institutions
2,248
Shares Held
169M
Call Options Held
14.8M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Spartan Planning & Wealth Management Portfolio

Follow Spartan Planning & Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spartan Planning & Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spartan Planning & Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email