Clearstead Advisors, LLC's ownership history for XLK

Clearstead Advisors, LLC currently holds 24.5K shares with a market value of $6.9M. It started holding XLK on 2024-09-30. At its peak, it held 24.5K shares on 2025-09-30. Its highest holding value was $6.9M on 2025-09-30. At its lowest, it held 16.4K shares on 2024-09-30, with a value of $3.7M on 2024-09-30. In the recent 180 days, Clearstead Advisors, LLC has increased its shares by 4.1K. In the recent year, Clearstead Advisors, LLC has increased its shares by 8.1K.