A detailed history of Ep Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 468,770 shares of XLK stock, worth $107 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
468,770
Previous 468,891 0.03%
Holding current value
$107 Million
Previous $90.3 Million 8.17%
% of portfolio
1.16%
Previous 1.16%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$184.12 - $211.02 $22,278 - $25,533
-121 Reduced 0.03%
468,770 $97.6 Million
Q4 2023

Feb 28, 2024

BUY
$160.19 - $193.07 $1.18 Million - $1.42 Million
7,345 Added 1.59%
468,891 $90.3 Million
Q3 2023

Nov 22, 2023

BUY
$161.97 - $180.26 $74.4 Million - $82.8 Million
459,167 Added 19300.84%
461,546 $75.7 Million
Q2 2023

Aug 14, 2023

SELL
$143.97 - $174.63 $28.5 Million - $34.5 Million
-197,621 Reduced 98.81%
2,379 $413,000
Q1 2023

Jun 05, 2023

BUY
$121.18 - $151.01 $11.7 Million - $14.6 Million
96,765 Added 93.73%
200,000 $30.2 Million
Q4 2022

Jun 12, 2023

SELL
$119.89 - $136.15 $11.6 Million - $13.2 Million
-96,793 Reduced 48.4%
103,207 $12.8 Million
Q3 2022

Dec 02, 2022

SELL
N/A
-209,120 Reduced 66.95%
103,235 $12.3 Million
Q2 2022

Aug 11, 2022

BUY
N/A
7,322 Added 2.4%
312,355 $39.7 Million
Q1 2022

May 20, 2022

BUY
N/A
12,756 Added 4.36%
305,033 $48.5 Million
Q4 2021

Feb 17, 2022

BUY
N/A
5,210 Added 1.81%
292,277 $50.8 Million
Q3 2021

Nov 23, 2021

BUY
N/A
279,643 Added 3766.74%
287,067 $42.9 Million
Q3 2021

Nov 16, 2021

SELL
N/A
-346,606 Reduced 97.9%
7,424 $42.9 Million
Q2 2021

Aug 24, 2021

BUY
N/A
18,239 Added 5.43%
354,030 $52.3 Million
Q1 2021

May 17, 2021

BUY
N/A
60,428 Added 21.94%
335,791 $44.6 Million
Q4 2020

Feb 18, 2021

BUY
N/A
12,580 Added 4.79%
275,363 $35.8 Million
Q3 2020

Nov 17, 2020

BUY
N/A
2,072 Added 0.79%
262,783 $30.7 Million
Q2 2020

Aug 14, 2020

BUY
N/A
7,660 Added 3.03%
260,711 $27.2 Million
Q1 2020

May 18, 2020

BUY
N/A
3,141 Added 1.26%
253,051 $20.3 Million
Q4 2019

Feb 14, 2020

BUY
N/A
11,190 Added 4.69%
249,910 $22.9 Million
Q3 2019

Nov 18, 2019

BUY
N/A
13,317 Added 5.91%
238,720 $19.2 Million
Q2 2019

Aug 27, 2019

BUY
N/A
225,403 New
225,403 $17.6 Million

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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