Avitas Wealth Management LLC Technology Sector Spdr Transaction History

Avitas Wealth Management LLC

  • $651 Million
  • Q1 2024

A detailed history of Avitas Wealth Management LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Avitas Wealth Management LLC holds 26,097 shares of XLK stock, worth $5.76 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
26,097
Previous 26,667 2.14%
Holding current value
$5.76 Million
Previous $5.13 Million 5.9%
% of portfolio
0.83%
Previous 0.87%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
SELL
$184.12 - $211.02 $104,948 - $120,281
-570 Reduced 2.14%
26,097 $5.44 Million
Q4 2023

Jan 24, 2024
BUY
$160.19 - $193.07 $36,523 - $44,019
228 Added 0.86%
26,667 $5.13 Million
Q3 2023

Nov 02, 2023
SELL
$161.97 - $180.26 $10,042 - $11,176
-62 Reduced 0.23%
26,439 $4.33 Million
Q2 2023

Jul 18, 2023
BUY
$143.97 - $174.63 $27,786 - $33,703
193 Added 0.73%
26,501 $4.61 Million
Q1 2023

May 15, 2023
BUY
$121.18 - $151.01 $539,008 - $671,692
4,448 Added 20.35%
26,308 $3.97 Million
Q4 2022

Jan 10, 2023
SELL
$119.89 - $136.15 $542,382 - $615,942
-4,524 Reduced 17.15%
21,860 $0
Q3 2022

Oct 27, 2022
SELL
N/A
-93,485 Reduced 77.99%
26,384 $3.13 Million
Q2 2022

Jul 29, 2022
BUY
N/A
96,001 Added 402.22%
119,869 $15.2 Million
Q1 2022

Apr 28, 2022
BUY
N/A
5,328 Added 28.74%
23,868 $3.79 Million
Q4 2021

Jan 26, 2022
SELL
N/A
-143 Reduced 0.77%
18,540 $3.22 Million
Q3 2021

Oct 28, 2021
SELL
N/A
-181 Reduced 0.96%
18,683 $2.79 Million
Q2 2021

Jul 12, 2021
BUY
N/A
227 Added 1.22%
18,864 $2.79 Million
Q1 2021

May 13, 2021
SELL
N/A
-1,494 Reduced 7.42%
18,637 $2.48 Million
Q4 2020

Feb 26, 2021
SELL
N/A
-74 Reduced 0.37%
20,131 $2.62 Million
Q3 2020

Oct 06, 2020
SELL
N/A
-2,339 Reduced 10.38%
20,205 $2.36 Million
Q2 2020

Jul 30, 2020
SELL
N/A
-11 Reduced 0.05%
22,544 $2.36 Million
Q1 2020

May 13, 2020
SELL
N/A
-7,429 Reduced 24.78%
22,555 $1.81 Million
Q4 2019

Feb 13, 2020
SELL
N/A
-271 Reduced 0.9%
29,984 $2.75 Million
Q3 2019

Oct 18, 2019
SELL
N/A
-606 Reduced 1.96%
30,255 $2.44 Million
Q2 2019

Jul 23, 2019
BUY
N/A
692 Added 2.29%
30,861 $2.41 Million
Q1 2019

May 01, 2019
BUY
N/A
69 Added 0.23%
30,169 $2.23 Million
Q4 2018

Feb 08, 2019
BUY
N/A
1,624 Added 5.7%
30,100 $1.87 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-7,551 Reduced 20.96%
28,476 $2.15 Million
Q2 2018

Aug 13, 2018
BUY
N/A
36,027 New
36,027 $2.5 Million

Others Institutions Holding XLK

# of Institutions
2,119
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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