Gratus Wealth Advisors, LLC Technology Sector Spdr Transaction History

Gratus Wealth Advisors, LLC

$612 Billion
Q3 2024

A detailed history of Gratus Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 124,737 shares of XLK stock, worth $29.4 Million. This represents 4.56% of its overall portfolio holdings.

Number of Shares

124,737

Previous 120,464 3.55%

Holding current value

$29.4 Million

Previous $26.6 Billion 4.89%

% of portfolio

4.56%

Previous 4.59%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$197.34 - $237.68 $843,233 - $1.02 Million	4,273 Added 3.55%	124,737 $27.9 Billion
Q2 2024 Jul 22, 2024	SELL	$192.53 - $231.41 $576,242 - $692,610	-2,993 Reduced 2.42%	120,464 $26.6 Billion
Q1 2024 May 09, 2024	SELL	$184.12 - $211.02 $1.32 Million - $1.51 Million	-7,160 Reduced 5.48%	123,457 $24.3 Billion
Q4 2023 May 09, 2024	BUY	$160.19 - $193.07 $20.9 Million - $25.2 Million	130,617 New	130,617 $25.1 Billion

Others Institutions Holding XLK

# of Institutions

2,241

Shares Held

169M

Call Options Held

14.8M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Gratus Wealth Advisors, LLC Technology Sector Spdr Transaction History