Confluence Wealth Services, Inc. Technology Sector Spdr Transaction History

Confluence Wealth Services, Inc.

  • $1.52 Billion
  • Q1 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 2,419 shares of XLK stock, worth $558,571. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,419
Previous 2,202 9.85%
Holding current value
$558,571
Previous $512,000 2.54%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Apr 24, 2025
BUY
$206.38 - $242.18 $44,784 - $52,553
217 Added 9.85%
2,419 $499,000
Q4 2024

Jan 27, 2025
SELL
$220.26 - $241.44 $33,920 - $37,181
-154 Reduced 6.54%
2,202 $512,000
Q3 2024

Oct 29, 2024
SELL
$197.34 - $237.68 $254,765 - $306,844
-1,291 Reduced 35.4%
2,356 $531,000
Q2 2024

Jul 31, 2024
BUY
$192.53 - $231.41 $133,808 - $160,829
695 Added 23.54%
3,647 $825,000
Q1 2024

Apr 22, 2024
BUY
$184.12 - $211.02 $80,828 - $92,637
439 Added 17.47%
2,952 $614,000
Q4 2023

Jan 25, 2024
SELL
$160.19 - $193.07 $3,684 - $4,440
-23 Reduced 0.91%
2,513 $483,000
Q3 2023

Nov 01, 2023
BUY
$161.97 - $180.26 $50,210 - $55,880
310 Added 13.93%
2,536 $415,000
Q1 2023

May 11, 2023
BUY
$121.18 - $151.01 $269,746 - $336,148
2,226 New
2,226 $336,000
Q2 2022

Aug 15, 2022
SELL
$123.49 - $161.47 $63,720 - $83,318
-516 Reduced 23.91%
1,642 $242,000
Q1 2022

Apr 26, 2022
SELL
$141.39 - $175.52 $156,094 - $193,774
-1,104 Reduced 33.84%
2,158 $342,000
Q4 2021

Feb 10, 2022
BUY
$148.06 - $176.65 $482,971 - $576,232
3,262 New
3,262 $567,000

Others Institutions Holding XLK

# of Institutions
2,407
Shares Held
177M
Call Options Held
9.73M
Put Options Held
15.2M
View Full List

About TECHNOLOGY SECTOR SPDR

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

Track Confluence Wealth Services, Inc. Portfolio

Follow Confluence Wealth Services, Inc. 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 Confluence Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Confluence Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email