Benchmark Financial Wealth Advisors, LLC Technology Sector Spdr Transaction History

Benchmark Financial Wealth Advisors, LLC

$299 Million
Q3 2024

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 6,024 shares of XLK stock, worth $1.45 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

6,024

Previous 5,875 2.54%

Holding current value

$1.45 Million

Previous $1.33 Million 2.26%

% of portfolio

0.45%

Previous 0.49%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$197.34 - $237.68 $29,403 - $35,414	149 Added 2.54%	6,024 $1.36 Million
Q2 2024 Jul 23, 2024	BUY	$192.53 - $231.41 $42,549 - $51,141	221 Added 3.91%	5,875 $1.33 Million
Q1 2024 Apr 22, 2024	BUY	$184.12 - $211.02 $23,383 - $26,799	127 Added 2.3%	5,654 $1.18 Million
Q4 2023 Jan 23, 2024	BUY	$160.19 - $193.07 $50,780 - $61,203	317 Added 6.08%	5,527 $1.06 Million
Q3 2023 Oct 13, 2023	BUY	$161.97 - $180.26 $33,851 - $37,674	209 Added 4.18%	5,210 $854,000
Q2 2023 Jul 25, 2023	SELL	$143.97 - $174.63 $6,334 - $7,683	-44 Reduced 0.87%	5,001 $869,000
Q1 2023 Apr 28, 2023	BUY	$121.18 - $151.01 $1,454 - $1,812	12 Added 0.24%	5,045 $761,000
Q4 2022 Jan 23, 2023	SELL	$116.56 - $136.15 $88,002 - $102,793	-755 Reduced 13.04%	5,033 $0
Q3 2022 Nov 01, 2022	SELL	$118.78 - $151.56 $90,035 - $114,882	-758 Reduced 11.58%	5,788 $687,000
Q2 2022 Jul 22, 2022	SELL	$123.49 - $161.47 $61,004 - $79,766	-494 Reduced 7.02%	6,546 $832,000
Q1 2022 Apr 22, 2022	BUY	$141.39 - $175.52 $26,581 - $32,997	188 Added 2.74%	7,040 $1.12 Million
Q4 2021 Jan 26, 2022	BUY	$148.06 - $176.65 $40,420 - $48,225	273 Added 4.15%	6,852 $1.19 Million
Q3 2021 Oct 26, 2021	SELL	$147.91 - $159.7 $243,755 - $263,185	-1,648 Reduced 20.03%	6,579 $982,000
Q2 2021 Jul 26, 2021	SELL	$131.31 - $147.82 $194,995 - $219,512	-1,485 Reduced 15.29%	8,227 $1.22 Million
Q1 2021 Apr 26, 2021	SELL	$125.83 - $138.59 $895,406 - $986,206	-7,116 Reduced 42.29%	9,712 $1.29 Million
Q4 2020 Jan 20, 2021	BUY	$110.86 - $130.52 $237,462 - $279,573	2,142 Added 14.59%	16,828 $2.19 Million
Q3 2020 Oct 15, 2020	BUY	$104.66 - $127.03 $285,721 - $346,791	2,730 Added 22.83%	14,686 $1.71 Million
Q2 2020 Jul 21, 2020	BUY	$76.54 - $104.63 $587,061 - $802,512	7,670 Added 178.95%	11,956 $1.25 Million
Q1 2020 May 08, 2020	BUY	$70.4 - $102.79 $138,406 - $202,085	1,966 Added 84.74%	4,286 $344,000
Q4 2019 Jan 31, 2020	BUY	$78.28 - $91.92 $181,609 - $213,254	2,320 New	2,320 $213,000

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Benchmark Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Benchmark Financial Wealth Advisors, LLC with notifications on news.

Account

Benchmark Financial Wealth Advisors, LLC Technology Sector Spdr Transaction History