Altium Wealth Management LLC Technology Sector Spdr Transaction History

Altium Wealth Management LLC

  • $1.39 Billion
  • Q2 2022

A detailed history of Altium Wealth Management LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Altium Wealth Management LLC holds 5,534 shares of XLK stock, worth $1.3 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,534
Previous 6,618 16.38%
Holding current value
$1.3 Million
Previous $1.05 Million 33.17%
% of portfolio
0.05%
Previous 0.07%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022
SELL
N/A
-1,084 Reduced 16.38%
5,534 $703,000
Q1 2022

May 16, 2022
BUY
N/A
383 Added 6.14%
6,618 $1.05 Million
Q4 2021

Jan 31, 2022
BUY
N/A
40 Added 0.65%
6,235 $1.08 Million
Q1 2021

May 06, 2021
BUY
N/A
2,599 Added 72.27%
6,195 $823,000
Q2 2020

Jul 31, 2020
SELL
N/A
-680 Reduced 15.9%
3,596 $376,000
Q1 2020

Apr 23, 2020
SELL
N/A
-14,085 Reduced 76.71%
4,276 $344,000
Q4 2019

Jan 17, 2020
SELL
N/A
-20 Reduced 0.11%
18,361 $1.68 Million
Q3 2019

Nov 12, 2019
BUY
N/A
56 Added 0.31%
18,381 $1.48 Million
Q2 2019

Jul 18, 2019
SELL
N/A
-18,621 Reduced 50.4%
18,325 $1.43 Million
Q1 2019

Apr 26, 2019
SELL
N/A
-1,566 Reduced 4.07%
36,946 $2.73 Million
Q4 2018

Jan 18, 2019
BUY
N/A
32,472 Added 537.62%
38,512 $2.39 Million
Q3 2018

Nov 13, 2018
BUY
N/A
2,486 Added 69.95%
6,040 $455,000
Q2 2018

Aug 14, 2018
BUY
N/A
3,554 New
3,554 $247,000

Others Institutions Holding XLK

# of Institutions
2,113
Shares Held
175M
Call Options Held
8.51M
Put Options Held
11.8M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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