Amplius Wealth Advisors, LLC Technology Sector Spdr Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 4,326 shares of XLK stock, worth $1.02 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,326

Previous 4,371 1.03%

Holding current value

$1.02 Million

Previous $988,000 1.21%

% of portfolio

0.12%

Previous 0.13%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$197.34 - $237.68 $8,880 - $10,695	-45 Reduced 1.03%	4,326 $976,000
Q2 2024 Jul 22, 2024	BUY	$192.53 - $231.41 $28,109 - $33,785	146 Added 3.46%	4,371 $988,000
Q1 2024 Apr 16, 2024	SELL	$184.12 - $211.02 $31,116 - $35,662	-169 Reduced 3.85%	4,225 $879,000
Q4 2023 Jan 10, 2024	BUY	$160.19 - $193.07 $17,781 - $21,430	111 Added 2.59%	4,394 $845,000
Q3 2023 Oct 17, 2023	SELL	$161.97 - $180.26 $10,042 - $11,176	-62 Reduced 1.43%	4,283 $702,000
Q2 2023 Jul 26, 2023	SELL	$143.97 - $174.63 $2,015 - $2,444	-14 Reduced 0.32%	4,345 $755,000
Q1 2023 Apr 25, 2023	BUY	$121.18 - $151.01 $69,678 - $86,830	575 Added 15.2%	4,359 $658,000
Q4 2022 Jan 19, 2023	BUY	$116.56 - $136.15 $130,080 - $151,943	1,116 Added 41.83%	3,784 $0
Q3 2022 Nov 10, 2022	BUY	$118.78 - $151.56 $11,996 - $15,307	101 Added 3.93%	2,668 $317,000
Q2 2022 Jul 21, 2022	BUY	$123.49 - $161.47 $122,872 - $160,662	995 Added 63.3%	2,567 $326,000
Q1 2022 May 09, 2022	SELL	$141.39 - $175.52 $124,564 - $154,633	-881 Reduced 35.92%	1,572 $249,000
Q4 2021 Jan 28, 2022	BUY	$148.06 - $176.65 $363,191 - $433,322	2,453 New	2,453 $426,000

Others Institutions Holding XLK

# of Institutions

2,241

Shares Held

169M

Call Options Held

14.8M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Amplius Wealth Advisors, LLC Technology Sector Spdr Transaction History