Ibex Wealth Advisors Technology Sector Spdr Transaction History

Ibex Wealth Advisors

$728 Million
Q1 2025

A detailed history of Ibex Wealth Advisors transactions in Technology Sector Spdr stock. As of the latest transaction made, Ibex Wealth Advisors holds 13,189 shares of XLK stock, worth $3.05 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

13,189

Previous 14,118 6.58%

Holding current value

$3.05 Million

Previous $3.28 Million 17.09%

% of portfolio

0.37%

Previous 0.4%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$206.38 - $242.18 $191,727 - $224,985	-929 Reduced 6.58%	13,189 $2.72 Million
Q4 2024 Jan 23, 2025	BUY	$220.26 - $241.44 $3.11 Million - $3.41 Million	14,118 New	14,118 $3.28 Million
Q4 2022 Feb 06, 2023	BUY	$116.56 - $136.15 $1,282 - $1,497	11 Added 0.12%	9,404 $1.17 Million
Q3 2022 Oct 31, 2022	BUY	$118.78 - $151.56 $1,069 - $1,364	9 Added 0.1%	9,393 $1.12 Million
Q2 2022 Aug 16, 2022	BUY	$123.49 - $161.47 $1,111 - $1,453	9 Added 0.1%	9,384 $1.19 Million
Q1 2022 May 16, 2022	BUY	$141.39 - $175.52 $989 - $1,228	7 Added 0.07%	9,375 $1.49 Million
Q4 2021 Feb 22, 2022	SELL	$148.06 - $176.65 $9,179 - $10,952	-62 Reduced 0.66%	9,368 $1.63 Million
Q3 2021 Nov 12, 2021	BUY	$147.91 - $159.7 $24,996 - $26,989	169 Added 1.82%	9,430 $1.41 Million
Q2 2021 Aug 20, 2021	SELL	$131.31 - $147.82 $171,753 - $193,348	-1,308 Reduced 12.38%	9,261 $1.37 Million
Q1 2021 May 05, 2021	BUY	$125.83 - $138.59 $16,232 - $17,878	129 Added 1.24%	10,569 $1.4 Million
Q4 2020 Jan 22, 2021	BUY	$110.86 - $130.52 $46,782 - $55,079	422 Added 4.21%	10,440 $1.36 Million
Q3 2020 Oct 23, 2020	BUY	$104.66 - $127.03 $1.05 Million - $1.27 Million	10,018 New	10,018 $1.17 Million
Q3 2019 Nov 12, 2019	SELL	$79.69 - $81.76 $618,474 - $634,539	-7,761 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	N/A	7,761 New	7,761 $605,000

Others Institutions Holding XLK

# of Institutions

2,407

Shares Held

177M

Call Options Held

9.73M

Put Options Held

15.2M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Ibex Wealth Advisors Technology Sector Spdr Transaction History