A detailed history of Three Bridge Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 1,238 shares of XLK stock, worth $286,138. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,238
Previous 1,238 -0.0%
Holding current value
$286,138
Previous $280,000 0.36%
% of portfolio
0.1%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$192.53 - $231.41 $80,092 - $96,266
-416 Reduced 25.15%
1,238 $280,000
Q1 2024

May 14, 2024

BUY
$184.12 - $211.02 $56,340 - $64,572
306 Added 22.7%
1,654 $344,000
Q4 2023

Feb 08, 2024

SELL
$160.19 - $193.07 $3,203 - $3,861
-20 Reduced 1.46%
1,348 $259,000
Q3 2023

Nov 13, 2023

BUY
$161.97 - $180.26 $33,041 - $36,773
204 Added 17.53%
1,368 $224,000
Q2 2023

Jul 28, 2023

BUY
$143.97 - $174.63 $167,581 - $203,269
1,164 New
1,164 $202,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


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