Dopkins Wealth Management, LLC Technology Sector Spdr Transaction History

Dopkins Wealth Management, LLC

  • $213 Million
  • Q2 2025

A detailed history of Dopkins Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 3,927 shares of XLK stock, worth $1.04 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
3,927
Previous 4,902 19.89%
Holding current value
$1.04 Million
Previous $1.01 Million 1.78%
% of portfolio
0.47%
Previous 0.53%

Shares

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

Jul 17, 2025
SELL
$179.73 - $253.23 $175,236 - $246,899
-975 Reduced 19.89%
3,927 $994,000
Q1 2025

Apr 22, 2025
BUY
$206.38 - $242.18 $5,572 - $6,538
27 Added 0.55%
4,902 $1.01 Million
Q4 2024

Feb 10, 2025
BUY
$220.26 - $241.44 $214,753 - $235,404
975 Added 25.0%
4,875 $1.13 Million
Q1 2024

May 03, 2024
BUY
$184.12 - $211.02 $718,068 - $822,978
3,900 New
3,900 $812,000

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
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