Bwm Planning, LLC Technology Sector Spdr Transaction History

Bwm Planning, LLC

  • $336 Billion
  • Q3 2025

A detailed history of Bwm Planning, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Bwm Planning, LLC holds 1,083 shares of XLK stock, worth $312,066. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,083
Previous 1,081 0.19%
Holding current value
$312,066
Previous $223 Million 36.78%
% of portfolio
0.09%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$250.97 - $282.66 $501 - $565
2 Added 0.19%
1,083 $305 Million
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
2,612
Shares Held
184M
Call Options Held
9.53M
Put Options Held
14.1M
View Full List

About TECHNOLOGY SECTOR SPDR

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