Heritage Oak Wealth Advisors LLC Technology Sector Spdr Transaction History

Heritage Oak Wealth Advisors LLC

$275 Billion
Q3 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 8,223 shares of XLK stock, worth $2.37 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

8,223

Previous 6,689 22.93%

Holding current value

$2.37 Million

Previous $1.69 Billion 36.83%

% of portfolio

0.84%

Previous 0.65%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$250.97 - $282.66 $384,987 - $433,600	1,534 Added 22.93%	8,223 $2.32 Billion
Q2 2025 Jul 15, 2025	SELL	$179.73 - $253.23 $85,731 - $120,790	-477 Reduced 6.66%	6,689 $1.69 Billion
Q1 2025 Apr 28, 2025	SELL	$206.38 - $242.18 $227,018 - $266,398	-1,100 Reduced 13.31%	7,166 $1.48 Billion
Q4 2024 Feb 05, 2025	SELL	$220.26 - $241.44 $3.96 Million - $4.34 Million	-17,977 Reduced 68.5%	8,266 $1.92 Billion
Q3 2024 Oct 23, 2024	BUY	$197.34 - $237.68 $4.16 Million - $5.01 Million	21,066 Added 406.92%	26,243 $5.92 Billion

Q2 2024 Aug 28, 2024	BUY	$192.53 - $231.41 $996,727 - $1.2 Million	5,177 New	5,177 $1.17 Billion

Others Institutions Holding XLK

# of Institutions

2,611

Shares Held

183M

Call Options Held

9.53M

Put Options Held

14.1M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Heritage Oak Wealth Advisors LLC Technology Sector Spdr Transaction History