Heartwood Wealth Advisors LLC Technology Sector Spdr Transaction History

Heartwood Wealth Advisors LLC

  • $836 Million
  • Q2 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 11,610 shares of XLK stock, worth $2.43 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
11,610
Previous 11,603 0.06%
Holding current value
$2.43 Million
Previous $2.42 Million 8.69%
% of portfolio
0.31%
Previous 0.3%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024
BUY
$192.53 - $231.41 $1,347 - $1,619
7 Added 0.06%
11,610 $2.63 Million
Q1 2024

Apr 02, 2024
SELL
$184.12 - $211.02 $2.03 Million - $2.32 Million
-11,007 Reduced 48.68%
11,603 $2.42 Million
Q4 2023

Jan 17, 2024
BUY
$160.19 - $193.07 $112,453 - $135,535
702 Added 3.2%
22,610 $4.35 Million
Q3 2023

Oct 17, 2023
BUY
$161.97 - $180.26 $44,217 - $49,210
273 Added 1.26%
21,908 $3.59 Million
Q2 2023

Jul 19, 2023
SELL
$143.97 - $174.63 $15,836 - $19,209
-110 Reduced 0.51%
21,635 $3.76 Million
Q1 2023

Apr 14, 2023
SELL
$121.18 - $151.01 $30,779 - $38,356
-254 Reduced 1.15%
21,745 $3.28 Million
Q4 2022

Jan 12, 2023
BUY
$119.89 - $136.15 $390,961 - $443,985
3,261 Added 17.4%
21,999 $0
Q3 2022

Oct 25, 2022
SELL
N/A
-460 Reduced 2.4%
18,738 $2.23 Million
Q2 2022

Jul 25, 2022
BUY
N/A
196 Added 1.03%
19,198 $2.44 Million
Q1 2022

Apr 26, 2022
SELL
N/A
-3,289 Reduced 14.75%
19,002 $3.02 Million
Q4 2021

Jan 12, 2022
SELL
N/A
-588 Reduced 2.57%
22,291 $3.88 Million
Q3 2021

Oct 12, 2021
SELL
N/A
-526 Reduced 2.25%
22,879 $3.42 Million
Q2 2021

Jul 21, 2021
SELL
N/A
-11,120 Reduced 32.21%
23,405 $3.46 Million
Q1 2021

Apr 19, 2021
SELL
N/A
-67,494 Reduced 66.16%
34,525 $4.59 Million
Q4 2020

Jan 26, 2021
BUY
N/A
461 Added 0.45%
102,019 $13.3 Million
Q3 2020

Oct 28, 2020
SELL
N/A
-94,113 Reduced 48.1%
101,558 $11.9 Million
Q2 2020

Aug 05, 2020
BUY
N/A
62,835 Added 47.3%
195,671 $16.4 Million
Q1 2020

May 04, 2020
SELL
N/A
-8,058 Reduced 5.72%
132,836 $10.7 Million
Q4 2019

Jan 31, 2020
BUY
N/A
140,894 New
140,894 $12.9 Million

Others Institutions Holding XLK

# of Institutions
2,197
Shares Held
173M
Call Options Held
13.5M
Put Options Held
14.8M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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