Bsw Wealth Partners Technology Sector Spdr Transaction History

Bsw Wealth Partners

  • $719 Million
  • Q2 2025

A detailed history of Bsw Wealth Partners transactions in Technology Sector Spdr stock. As of the latest transaction made, Bsw Wealth Partners holds 9,109 shares of XLK stock, worth $2.42 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
9,109
Previous 3,561 155.8%
Holding current value
$2.42 Million
Previous $735,000 213.74%
% of portfolio
0.32%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$179.73 - $253.23 $997,142 - $1.4 Million
5,548 Added 155.8%
9,109 $2.31 Million
Q1 2025

Apr 24, 2025
BUY
$206.38 - $242.18 $408,219 - $479,032
1,978 Added 124.95%
3,561 $735,000
Q3 2024

Oct 29, 2024
BUY
$197.34 - $237.68 $54,268 - $65,362
275 Added 21.02%
1,583 $357,000
Q1 2024

Apr 23, 2024
BUY
$184.12 - $211.02 $240,828 - $276,014
1,308 New
1,308 $272,000

Others Institutions Holding XLK

# of Institutions
2,469
Shares Held
287M
Call Options Held
9.06M
Put Options Held
14.8M
View Full List

About TECHNOLOGY SECTOR SPDR

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

Track Bsw Wealth Partners Portfolio

Follow Bsw Wealth Partners 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 Bsw Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Bsw Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email