Bartlett & Co. Wealth Management LLC Technology Sector Spdr Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.59 Trillion
  • Q2 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 50,902 shares of XLK stock, worth $11.5 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
50,902
Previous 51,338 0.85%
Holding current value
$11.5 Million
Previous $10.7 Billion 7.7%
% of portfolio
0.17%
Previous 0.16%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
SELL
$192.53 - $231.41 $83,943 - $100,894
-436 Reduced 0.85%
50,902 $11.5 Billion
Q1 2024

May 09, 2024
SELL
$184.12 - $211.02 $568,010 - $650,996
-3,085 Reduced 5.67%
51,338 $10.7 Billion
Q4 2023

Feb 14, 2024
BUY
$160.19 - $193.07 $3.35 Million - $4.03 Million
20,886 Added 62.28%
54,423 $10.5 Billion
Q3 2023

Feb 14, 2024
SELL
$161.97 - $180.26 $3.03 Million - $3.37 Million
-18,719 Reduced 35.82%
33,537 $5.5 Billion
Q2 2023

Feb 14, 2024
BUY
$143.97 - $174.63 $349,271 - $423,652
2,426 Added 4.87%
52,256 $9.09 Billion
Q1 2023

Feb 14, 2024
SELL
$121.18 - $151.01 $592,327 - $738,136
-4,888 Reduced 8.93%
49,830 $7.52 Billion
Q4 2022

Feb 14, 2024
BUY
$116.56 - $136.15 $1.24 Million - $1.44 Million
10,605 Added 24.04%
54,718 $6.81 Billion
Q3 2022

Feb 14, 2024
BUY
$118.78 - $151.56 $116,641 - $148,831
982 Added 2.28%
44,113 $5.24 Billion
Q2 2022

Feb 14, 2024
BUY
$123.49 - $161.47 $373,557 - $488,446
3,025 Added 7.54%
43,131 $5.48 Billion
Q1 2022

Feb 14, 2024
BUY
$141.39 - $175.52 $98,972 - $122,864
700 Added 1.78%
40,106 $6.37 Billion
Q4 2020

Feb 13, 2024
BUY
$110.86 - $130.52 $187,907 - $221,231
1,695 Added 4.49%
39,406 $5.12 Billion
Q3 2020

Feb 13, 2024
SELL
$104.66 - $127.03 $31,921 - $38,744
-305 Reduced 0.8%
37,711 $4.4 Billion
Q2 2020

Feb 13, 2024
BUY
$76.54 - $104.63 $84,576 - $115,616
1,105 Added 2.99%
38,016 $3.97 Billion
Q3 2019

Feb 13, 2024
BUY
$79.69 - $81.76 $87,659 - $89,936
1,100 Added 3.07%
36,911 $2.97 Billion
Q4 2018

Feb 13, 2024
BUY
N/A
1,100 Added 3.17%
35,811 $2.22 Billion
Q1 2018

Feb 13, 2024
BUY
N/A
34,711 New
34,711 $2.27 Billion

Others Institutions Holding XLK

# of Institutions
2,198
Shares Held
173M
Call Options Held
13.5M
Put Options Held
14.8M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email