Smart Wealth LLC Technology Sector Spdr Transaction History

Smart Wealth LLC

$281 Billion
Q4 2024

A detailed history of Smart Wealth LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Smart Wealth LLC holds 15,970 shares of XLK stock, worth $3.6 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

15,970

Previous 10,977 45.49%

Holding current value

$3.6 Million

Previous $2.48 Billion 49.84%

% of portfolio

1.32%

Previous 0.97%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$220.26 - $241.44 $1.1 Million - $1.21 Million	4,993 Added 45.49%	15,970 $3.71 Billion
Q3 2024 Dec 13, 2024	SELL	$197.34 - $237.68 $680,823 - $819,996	-3,450 Reduced 23.91%	10,977 $2.48 Billion
Q2 2024 Dec 13, 2024	SELL	$192.53 - $231.41 $110,512 - $132,829	-574 Reduced 3.83%	14,427 $3.26 Billion
Q1 2024 Dec 13, 2024	BUY	$184.12 - $211.02 $1.5 Million - $1.72 Million	8,163 Added 119.38%	15,001 $3.12 Billion
Q4 2023 Dec 13, 2024	BUY	$160.19 - $193.07 $352,578 - $424,947	2,201 Added 47.47%	6,838 $1.32 Billion
Q3 2023 Dec 13, 2024	BUY	$161.97 - $180.26 $321,186 - $357,455	1,983 Added 74.72%	4,637 $760 Million
Q2 2023 Dec 13, 2024	BUY	$143.97 - $174.63 $382,096 - $463,468	2,654 New	2,654 $461 Million
Q1 2023 Dec 13, 2024	SELL	$121.18 - $151.01 $355,057 - $442,459	-2,930 Closed	0 $0
Q4 2022 Dec 13, 2024	BUY	$116.56 - $136.15 $341,520 - $398,919	2,930 New	2,930 $365 Million

Others Institutions Holding XLK

# of Institutions

2,404

Shares Held

182M

Call Options Held

13.7M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Smart Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smart Wealth LLC with notifications on news.

Account