Bordeaux Wealth Advisors LLC Technology Sector Spdr Transaction History

Bordeaux Wealth Advisors LLC

  • $538 Million
  • Q1 2025

A detailed history of Bordeaux Wealth Advisors LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 1,320 shares of XLK stock, worth $306,741. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,320
Previous 977 35.11%
Holding current value
$306,741
Previous $227,000 19.82%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Apr 24, 2025
BUY
$206.38 - $242.18 $70,788 - $83,067
343 Added 35.11%
1,320 $272,000
Q4 2024

Jan 30, 2025
BUY
$220.26 - $241.44 $215,194 - $235,886
977 New
977 $227,000
Q1 2022

May 03, 2022
SELL
$141.39 - $175.52 $2.46 Million - $3.06 Million
-17,421 Closed
0 $0
Q4 2021

Jan 27, 2022
BUY
$148.06 - $176.65 $2.58 Million - $3.08 Million
17,421 New
17,421 $3.03 Million

Others Institutions Holding XLK

# of Institutions
2,406
Shares Held
177M
Call Options Held
9.73M
Put Options Held
15.2M
View Full List

About TECHNOLOGY SECTOR SPDR

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

Track Bordeaux Wealth Advisors LLC Portfolio

Follow Bordeaux Wealth Advisors 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 Bordeaux Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bordeaux Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email