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 $36,154. This represents 0.0% of its overall portfolio holdings.

Number of Shares
127
Previous 250 49.2%
Holding current value
$36,154
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
2,514
Shares Held
184M
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
Track This Portfolio

Track Concord Wealth Partners Portfolio

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

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email