Amj Financial Wealth Management Technology Sector Spdr Transaction History

Amj Financial Wealth Management

$343 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Dec 08, 2022	SELL	$123.49 - $161.47 $587,441 - $768,112	-4,757 Reduced 72.45%	1,809 $0
Q1 2022 May 11, 2022	SELL	$141.39 - $175.52 $7,493 - $9,302	-53 Reduced 0.8%	6,566 $1.04 Million
Q4 2021 Feb 10, 2022	BUY	$148.06 - $176.65 $7,699 - $9,185	52 Added 0.79%	6,619 $1.15 Million
Q3 2021 Nov 12, 2021	SELL	$147.91 - $159.7 $5,620 - $6,068	-38 Reduced 0.58%	6,567 $981,000
Q2 2021 Aug 12, 2021	SELL	$131.31 - $147.82 $159,016 - $179,010	-1,211 Reduced 15.49%	6,605 $975,000
Q1 2021 May 07, 2021	SELL	$125.83 - $138.59 $227,123 - $250,154	-1,805 Reduced 18.76%	7,816 $1.04 Million
Q4 2020 Feb 09, 2021	SELL	$110.86 - $130.52 $6,762 - $7,961	-61 Reduced 0.63%	9,621 $1.25 Million
Q3 2020 Oct 23, 2020	SELL	$104.66 - $127.03 $992,700 - $1.2 Million	-9,485 Reduced 49.49%	9,682 $1.13 Million
Q2 2020 Aug 05, 2020	BUY	$76.54 - $104.63 $1.13 Million - $1.55 Million	14,825 Added 341.43%	19,167 $2 Million
Q1 2020 May 05, 2020	SELL	$70.4 - $102.79 $909,990 - $1.33 Million	-12,926 Reduced 74.86%	4,342 $349,000
Q4 2019 Feb 10, 2020	BUY	$78.28 - $91.92 $1.35 Million - $1.59 Million	17,268 New	17,268 $1.58 Million

Others Institutions Holding XLK

# of Institutions

2,240

Shares Held

168M

Call Options Held

14.8M

Put Options Held

18M

Bank Of America Corp Charlotte, NC

12.6M
Shares

$2.95 Billion
0.24% of portfolio
Wells Fargo & Company San Francisco, CA

10.7M
Shares

$2.51 Billion
0.56% of portfolio
Morgan Stanley New York, NY

9.64M
Shares

$2.25 Billion
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

7M
Shares

$1.63 Billion
0.72% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.5M
Shares

$1.28 Billion
0.33% of portfolio

About TECHNOLOGY SECTOR SPDR

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