Windsor Advisory Group, LLC Technology Sector Spdr Transaction History

Windsor Advisory Group, LLC

  • $86 Billion
  • Q4 2024

A detailed history of Windsor Advisory Group, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 365 shares of XLK stock, worth $84,315. This represents 0.1% of its overall portfolio holdings.

Number of Shares
365
Previous 200 82.5%
Holding current value
$84,315
Previous $45.2 Million 87.97%
% of portfolio
0.1%
Previous 0.05%

Shares

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

Feb 14, 2025
BUY
$220.26 - $241.44 $36,342 - $39,837
165 Added 82.5%
365 $84.9 Million
Q3 2024

Nov 14, 2024
BUY
$197.34 - $237.68 $39,468 - $47,536
200 New
200 $45.2 Million
Q2 2023

Jul 26, 2023
BUY
$143.97 - $174.63 $15,116 - $18,336
105 New
105 $18.3 Million

Others Institutions Holding XLK

# of Institutions
2,402
Shares Held
182M
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
Track This Portfolio

Track Windsor Advisory Group, LLC Portfolio

Follow Windsor Advisory Group, LLC 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 Windsor Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Windsor Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email