Cyndeo Wealth Partners, LLC Technology Sector Spdr Transaction History

Cyndeo Wealth Partners, LLC

$1.19 Billion
Q1 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 4,887 shares of XLK stock, worth $1.08 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,887

Previous 4,925 0.77%

Holding current value

$1.08 Million

Previous $947,000 7.39%

% of portfolio

0.09%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 16, 2024	SELL	$184.12 - $211.02 $6,996 - $8,018	-38 Reduced 0.77%	4,887 $1.02 Million
Q4 2023 Jan 12, 2024	BUY	$160.19 - $193.07 $19,062 - $22,975	119 Added 2.48%	4,925 $947,000
Q3 2023 Oct 10, 2023	BUY	$161.97 - $180.26 $15,225 - $16,944	94 Added 1.99%	4,806 $787,000
Q2 2023 Jul 27, 2023	BUY	$143.97 - $174.63 $3,023 - $3,667	21 Added 0.45%	4,712 $819,000
Q1 2023 Apr 21, 2023	SELL	$121.18 - $151.01 $3,998 - $4,983	-33 Reduced 0.7%	4,691 $708,000

Q4 2022 Jan 25, 2023	BUY	$119.89 - $136.15 $566,360 - $643,172	4,724 New	4,724 $0

Others Institutions Holding XLK

# of Institutions

2,119

Shares Held

175M

Call Options Held

8.51M

Put Options Held

11.8M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Cyndeo Wealth Partners, LLC Technology Sector Spdr Transaction History