Bernard Wealth Management Corp. Technology Sector Spdr Transaction History

Bernard Wealth Management Corp.

  • $239 Billion
  • Q3 2025

A detailed history of Bernard Wealth Management Corp. transactions in Technology Sector Spdr stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 2,698 shares of XLK stock, worth $777,428. This represents 0.32% of its overall portfolio holdings.

Number of Shares
2,698
Previous 925 191.68%
Holding current value
$777,428
Previous $234 Million 224.65%
% of portfolio
0.32%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$250.97 - $282.66 $444,969 - $501,156
1,773 Added 191.68%
2,698 $760 Million
Q2 2025

Jul 24, 2025
SELL
$179.73 - $253.23 $154,028 - $217,018
-857 Reduced 48.09%
925 $234 Million
Q1 2025

Apr 16, 2025
BUY
$206.38 - $242.18 $176,867 - $207,548
857 Added 92.65%
1,782 $368 Million
Q4 2024

Feb 27, 2025
SELL
$220.26 - $241.44 $104,623 - $114,684
-475 Reduced 33.93%
925 $215 Million
Q4 2024

Feb 13, 2025
BUY
$220.26 - $241.44 $308,364 - $338,016
1,400 New
1,400 $291 Million

Others Institutions Holding XLK

# of Institutions
2,611
Shares Held
183M
Call Options Held
9.53M
Put Options Held
14.1M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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