Trinity Financial Advisors LLC Technology Sector Spdr Transaction History

Trinity Financial Advisors LLC

  • $691 Million
  • Q1 2025

A detailed history of Trinity Financial Advisors LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Trinity Financial Advisors LLC holds 1,000 shares of XLK stock, worth $192,460. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,000
Previous 1,746 42.73%
Holding current value
$192,460
Previous $405,000 49.14%
% of portfolio
0.03%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$206.38 - $242.18 $153,959 - $180,666
-746 Reduced 42.73%
1,000 $206,000
Q4 2024

Jan 10, 2025
BUY
$220.26 - $241.44 $6,828 - $7,484
31 Added 1.81%
1,746 $405,000
Q3 2024

Oct 03, 2024
SELL
$197.34 - $237.68 $256,936 - $309,459
-1,302 Reduced 43.16%
1,715 $387,000
Q2 2024

Jul 10, 2024
BUY
$192.53 - $231.41 $580,863 - $698,163
3,017 New
3,017 $682,000
Q1 2022

Apr 27, 2022
SELL
$141.39 - $175.52 $569,377 - $706,819
-4,027 Closed
0 $0
Q4 2021

Jan 18, 2022
BUY
$148.06 - $176.65 $596,237 - $711,369
4,027 New
4,027 $700,000

Others Institutions Holding XLK

# of Institutions
2,409
Shares Held
181M
Call Options Held
13.7M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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