A detailed history of Bcs Wealth Management transactions in Technology Sector Spdr stock. As of the latest transaction made, Bcs Wealth Management holds 1,852 shares of XLK stock, worth $357,176. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,852
Previous 1,829 1.26%
Holding current value
$357,176
Previous $425,000 10.12%
% of portfolio
0.1%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025

BUY
$206.38 - $242.18 $4,746 - $5,570
23 Added 1.26%
1,852 $382,000
Q4 2024

Jan 13, 2025

SELL
$220.26 - $241.44 $5,286 - $5,794
-24 Reduced 1.3%
1,829 $425,000
Q3 2024

Oct 17, 2024

SELL
$197.34 - $237.68 $197 - $237
-1 Reduced 0.05%
1,853 $418,000
Q1 2024

Apr 10, 2024

BUY
$184.12 - $211.02 $120,230 - $137,796
653 Added 54.37%
1,854 $386,000
Q4 2023

Jan 11, 2024

BUY
$160.19 - $193.07 $192,388 - $231,877
1,201 New
1,201 $231,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Bcs Wealth Management Portfolio

Follow Bcs Wealth Management 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 Bcs Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Bcs Wealth Management with notifications on news.