Bwm Planning, LLC Technology Sector Spdr Transaction History

Bwm Planning, LLC

  • $236 Billion
  • Q1 2025

A detailed history of Bwm Planning, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Bwm Planning, LLC holds 1,081 shares of XLK stock, worth $284,616. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,081
Previous 1,080 0.09%
Holding current value
$284,616
Previous $251 Million 11.09%
% of portfolio
0.09%
Previous 0.11%

Shares

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

May 14, 2025
BUY
$206.38 - $242.18 $206 - $242
1 Added 0.09%
1,081 $223 Million
Q4 2024

Jan 22, 2025
BUY
$220.26 - $241.44 $220 - $241
1 Added 0.09%
1,080 $251 Million
Q3 2024

Oct 09, 2024
BUY
$197.34 - $237.68 $212,929 - $256,456
1,079 New
1,079 $243 Million

Others Institutions Holding XLK

# of Institutions
2,467
Shares Held
281M
Call Options Held
9.05M
Put Options Held
14.7M
View Full List

About TECHNOLOGY SECTOR SPDR

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