Diversify Wealth Management, LLC Technology Sector Spdr Transaction History

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025

A detailed history of Diversify Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 21,864 shares of XLK stock, worth $5.81 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
21,864
Previous 23,028 5.05%
Holding current value
$5.81 Million
Previous $5.27 Billion 13.22%
% of portfolio
0.34%
Previous 0.41%

Shares

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

Apr 30, 2025
SELL
$206.38 - $242.18 $240,226 - $281,897
-1,164 Reduced 5.05%
21,864 $4.57 Billion
Q4 2024

Jan 16, 2025
BUY
$220.26 - $241.44 $2.72 Million - $2.99 Million
12,371 Added 116.08%
23,028 $5.27 Billion
Q3 2024

Oct 25, 2024
BUY
$197.34 - $237.68 $2.1 Million - $2.53 Million
10,657 New
10,657 $2.43 Billion

Others Institutions Holding XLK

# of Institutions
2,464
Shares Held
282M
Call Options Held
9.05M
Put Options Held
14.7M
View Full List

About TECHNOLOGY SECTOR SPDR

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

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC 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 Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email