A detailed history of Brown Miller Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Brown Miller Wealth Management, LLC holds 2,381 shares of XLK stock, worth $571,392. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,381
Previous 3,379 29.54%
Holding current value
$571,392
Previous $764,000 29.71%
% of portfolio
0.21%
Previous 0.32%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

SELL
$197.34 - $237.68 $196,945 - $237,204
-998 Reduced 29.54%
2,381 $537,000
Q2 2024

Jul 12, 2024

SELL
$192.53 - $231.41 $31,959 - $38,414
-166 Reduced 4.68%
3,379 $764,000
Q1 2024

Apr 17, 2024

SELL
$184.12 - $211.02 $2,209 - $2,532
-12 Reduced 0.34%
3,545 $738,000
Q3 2023

Oct 17, 2023

SELL
$161.97 - $180.26 $971 - $1,081
-6 Reduced 0.17%
3,557 $583,000
Q2 2023

Jul 18, 2023

BUY
$143.97 - $174.63 $512,965 - $622,206
3,563 New
3,563 $619,000
Q2 2022

Jul 18, 2022

SELL
$123.49 - $161.47 $307,984 - $402,706
-2,494 Reduced 41.32%
3,542 $450,000
Q1 2022

Apr 14, 2022

SELL
$141.39 - $175.52 $28,843 - $35,806
-204 Reduced 3.27%
6,036 $959,000
Q4 2021

Jan 25, 2022

SELL
$148.06 - $176.65 $64,258 - $76,666
-434 Reduced 6.5%
6,240 $1.08 Million
Q3 2021

Oct 20, 2021

BUY
$147.91 - $159.7 $495,350 - $534,835
3,349 Added 100.72%
6,674 $996,000
Q2 2021

Jul 26, 2021

SELL
$131.31 - $147.82 $514,341 - $579,010
-3,917 Reduced 54.09%
3,325 $491,000
Q1 2021

Apr 21, 2021

SELL
$125.83 - $138.59 $87,200 - $96,042
-693 Reduced 8.73%
7,242 $962,000
Q4 2020

Jan 26, 2021

BUY
$110.86 - $130.52 $879,674 - $1.04 Million
7,935 New
7,935 $1.03 Million

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


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

Track Brown Miller Wealth Management, LLC Portfolio

Follow Brown Miller 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 Brown Miller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brown Miller Wealth Management, LLC with notifications on news.