Elwood & Goetz Wealth Advisory Group, LLC Technology Sector Spdr Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

$408 Million
Q1 2025

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 3,452 shares of XLK stock, worth $724,816. This represents 0.17% of its overall portfolio holdings.

Number of Shares

3,452

Previous 3,451 0.03%

Holding current value

$724,816

Previous $802,000 11.22%

% of portfolio

0.17%

Previous 0.2%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$206.38 - $242.18 $206 - $242	1 Added 0.03%	3,452 $712,000
Q4 2024 Feb 03, 2025	BUY	$220.26 - $241.44 $2,863 - $3,138	13 Added 0.38%	3,451 $802,000
Q3 2024 Oct 23, 2024	BUY	$197.34 - $237.68 $394 - $475	2 Added 0.06%	3,438 $776,000
Q2 2024 Jul 30, 2024	SELL	$192.53 - $231.41 $5,583 - $6,710	-29 Reduced 0.84%	3,436 $777,000
Q1 2024 Apr 22, 2024	BUY	$184.12 - $211.02 $5,155 - $5,908	28 Added 0.81%	3,465 $721,000
Q4 2023 Jan 18, 2024	SELL	$160.19 - $193.07 $95,633 - $115,262	-597 Reduced 14.8%	3,437 $661,000
Q3 2023 Oct 19, 2023	SELL	$161.97 - $180.26 $485 - $540	-3 Reduced 0.07%	4,034 $661,000
Q2 2023 Jul 28, 2023	SELL	$143.97 - $174.63 $2,015 - $2,444	-14 Reduced 0.35%	4,037 $701,000
Q1 2023 Apr 19, 2023	BUY	$121.18 - $151.01 $194,857 - $242,824	1,608 Added 65.82%	4,051 $611,000
Q4 2022 Jan 27, 2023	SELL	$116.56 - $136.15 $164,233 - $191,835	-1,409 Reduced 36.58%	2,443 $304,000
Q3 2022 Oct 28, 2022	BUY	$118.78 - $151.56 $150,850 - $192,481	1,270 Added 49.19%	3,852 $458,000
Q2 2022 Aug 11, 2022	BUY	$123.49 - $161.47 $44,950 - $58,775	364 Added 16.41%	2,582 $328,000
Q1 2022 Apr 15, 2022	BUY	$141.39 - $175.52 $95,579 - $118,651	676 Added 43.84%	2,218 $353,000
Q4 2021 Jan 14, 2022	BUY	$148.06 - $176.65 $228,308 - $272,394	1,542 New	1,542 $268,000

Others Institutions Holding XLK

# of Institutions

2,408

Shares Held

179M

Call Options Held

13.7M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Elwood & Goetz Wealth Advisory Group, LLC Technology Sector Spdr Transaction History