A detailed history of Valley Financial Management, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Valley Financial Management, Inc. holds 19,464 shares of XLK stock, worth $4.62 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
19,464
Previous 19,009 2.39%
Holding current value
$4.62 Million
Previous $2.87 Billion 17.89%
% of portfolio
1.75%
Previous 1.77%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023

BUY
$143.97 - $174.63 $65,506 - $79,456
455 Added 2.39%
19,464 $3.38 Billion
Q1 2023

May 15, 2023

BUY
$121.18 - $151.01 $1 Million - $1.25 Million
8,272 Added 77.04%
19,009 $2.87 Billion
Q4 2022

Feb 14, 2023

SELL
$116.56 - $136.15 $159,687 - $186,525
-1,370 Reduced 11.32%
10,737 $1.34 Billion
Q3 2022

Nov 14, 2022

BUY
$118.78 - $151.56 $1.44 Million - $1.83 Million
12,107 New
12,107 $1.44 Billion

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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