Big Sur Wealth Management LLC Technology Sector Spdr Transaction History

Big Sur Wealth Management LLC

  • $341 Million
  • Q4 2024

A detailed history of Big Sur Wealth Management LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 27,500 shares of XLK stock, worth $6.46 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares
27,500
Previous 27,500 -0.0%
Holding current value
$6.46 Million
Previous $6.21 Million 3.0%
% of portfolio
1.87%
Previous 1.75%

Shares

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

May 21, 2024
SELL
$184.12 - $211.02 $92,060 - $105,510
-500 Reduced 1.79%
27,500 $5.73 Million
Q2 2023

Aug 14, 2023
BUY
$143.97 - $174.63 $287,940 - $349,260
2,000 Added 7.69%
28,000 $4.87 Million
Q1 2023

May 12, 2023
SELL
$121.18 - $151.01 $493,202 - $614,610
-4,070 Reduced 13.54%
26,000 $3.93 Million
Q3 2022

Nov 08, 2022
SELL
$118.78 - $151.56 $47,512 - $60,624
-400 Reduced 1.31%
30,070 $3.57 Million
Q2 2022

Aug 10, 2022
SELL
$123.49 - $161.47 $246,980 - $322,940
-2,000 Reduced 6.16%
30,470 $3.87 Million
Q1 2022

May 05, 2022
SELL
$141.39 - $175.52 $385,994 - $479,169
-2,730 Reduced 7.76%
32,470 $5.16 Million
Q4 2020

Jan 22, 2021
SELL
$110.86 - $130.52 $246,109 - $289,754
-2,220 Reduced 5.93%
35,200 $4.58 Million
Q2 2019

Jul 05, 2019
SELL
N/A
-500 Reduced 1.32%
37,420 $2.97 Million
Q4 2018

Feb 01, 2019
BUY
N/A
7,200 Added 23.44%
37,920 $2.35 Million
Q3 2018

Oct 23, 2018
SELL
N/A
-10,000 Reduced 24.56%
30,720 $2.31 Million
Q1 2018

May 03, 2018
BUY
N/A
1,700 Added 4.36%
40,720 $2.66 Million
Q4 2017

Feb 01, 2018
BUY
N/A
4,520 Added 13.1%
39,020 $2.5 Million
Q2 2017

Aug 14, 2017
BUY
N/A
34,500
34,500 $2 Million

Others Institutions Holding XLK

# of Institutions
2,397
Shares Held
182M
Call Options Held
13.7M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

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

Track Big Sur Wealth Management LLC Portfolio

Follow Big Sur 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 Big Sur Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Big Sur Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email