Concord Wealth Partners Technology Sector Spdr Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 2025

A detailed history of Concord Wealth Partners transactions in Technology Sector Spdr stock. As of the latest transaction made, Concord Wealth Partners holds 127 shares of XLK stock, worth $34,401. This represents 0.0% of its overall portfolio holdings.

Number of Shares
127
Previous 250 49.2%
Holding current value
$34,401
Previous $51,000 37.25%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Jul 25, 2025
SELL
$179.73 - $253.23 $22,106 - $31,147
-123 Reduced 49.2%
127 $32,000
Q1 2025

May 02, 2025
SELL
$206.38 - $242.18 $1,238 - $1,453
-6 Reduced 2.34%
250 $51,000
Q4 2024

Jan 23, 2025
BUY
$220.26 - $241.44 $56,386 - $61,808
256 New
256 $59,000
Q1 2024

Apr 30, 2024
SELL
$184.12 - $211.02 $116,916 - $133,997
-635 Closed
0 $0
Q2 2023

Aug 07, 2023
BUY
$143.97 - $174.63 $91,420 - $110,890
635 New
635 $110,000
Q4 2022

Jan 27, 2023
BUY
$116.56 - $136.15 $78,095 - $91,220
670 New
670 $83,000
Q1 2022

Apr 20, 2022
BUY
$141.39 - $175.52 $89,782 - $111,455
635 New
635 $101,000

Others Institutions Holding XLK

# of Institutions
2,492
Shares Held
285M
Call Options Held
9.76M
Put Options Held
15.4M
View Full List

About TECHNOLOGY SECTOR SPDR

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