A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 1,311 shares of XLK stock, worth $310,916. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,311
Previous 1,536 14.65%
Holding current value
$310,916
Previous $347,000 14.99%
% of portfolio
0.06%
Previous 0.08%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$197.34 - $237.68 $44,401 - $53,478
-225 Reduced 14.65%
1,311 $295,000
Q2 2024

Aug 05, 2024

BUY
$192.53 - $231.41 $52,368 - $62,943
272 Added 21.52%
1,536 $347,000
Q2 2023

Aug 10, 2023

BUY
$143.97 - $174.63 $181,978 - $220,732
1,264 New
1,264 $219,000
Q3 2022

Nov 09, 2022

BUY
$118.78 - $151.56 $209,171 - $266,897
1,761 New
1,761 $209,000
Q1 2022

May 17, 2022

SELL
$141.39 - $175.52 $424 - $526
-3 Reduced 0.17%
1,761 $280,000
Q3 2021

Nov 16, 2021

BUY
$147.91 - $159.7 $90,816 - $98,055
614 Added 53.39%
1,764 $263,000
Q1 2021

May 17, 2021

SELL
$125.83 - $138.59 $3,145 - $3,464
-25 Reduced 2.13%
1,150 $153,000
Q3 2020

Nov 16, 2020

SELL
$104.66 - $127.03 $24,490 - $29,725
-234 Reduced 16.61%
1,175 $137,000
Q2 2020

Aug 12, 2020

SELL
$76.54 - $104.63 $17,068 - $23,332
-223 Reduced 13.66%
1,409 $147,000
Q1 2020

May 14, 2020

SELL
$70.4 - $102.79 $9,363 - $13,671
-133 Reduced 7.54%
1,632 $131,000
Q3 2019

Nov 14, 2019

SELL
$79.69 - $81.76 $19,603 - $20,112
-246 Reduced 12.23%
1,765 $142,000
Q2 2019

Aug 20, 2019

SELL
N/A
-843 Reduced 29.54%
2,011 $157,000
Q1 2019

May 10, 2019

SELL
N/A
-761 Reduced 21.05%
2,854 $211,000
Q4 2018

Feb 14, 2019

BUY
N/A
3,615 New
3,615 $224,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Global Wealth Management Investment Advisory, Inc. Portfolio

Follow Global Wealth Management Investment Advisory, Inc. 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 Global Wealth Management Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Management Investment Advisory, Inc. with notifications on news.