Iht Wealth Management, LLC Technology Sector Spdr Transaction History

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 115,653 shares of XLK stock, worth $29.3 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

115,653

Previous 122,459 5.56%

Holding current value

$29.3 Million

Previous $28.5 Million 16.13%

% of portfolio

0.78%

Previous 0.95%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$206.38 - $242.18 $1.4 Million - $1.65 Million	-6,806 Reduced 5.56%	115,653 $23.9 Million
Q4 2024 Feb 14, 2025	SELL	$220.26 - $241.44 $1.34 Million - $1.47 Million	-6,084 Reduced 4.73%	122,459 $28.5 Million
Q3 2024 Nov 14, 2024	BUY	$197.34 - $237.68 $1.54 Million - $1.86 Million	7,816 Added 6.47%	128,543 $29 Million
Q2 2024 Aug 14, 2024	SELL	$192.53 - $231.41 $570,658 - $685,899	-2,964 Reduced 2.4%	120,727 $27.3 Million
Q1 2024 May 15, 2024	BUY	$184.12 - $211.02 $2.12 Million - $2.43 Million	11,527 Added 10.28%	123,691 $25.8 Million
Q4 2023 Feb 14, 2024	SELL	$160.19 - $193.07 $6.07 Million - $7.32 Million	-37,899 Reduced 25.26%	112,164 $21.6 Million
Q3 2023 Nov 14, 2023	BUY	$161.97 - $180.26 $2.49 Million - $2.77 Million	15,352 Added 11.4%	150,063 $24.6 Million
Q2 2023 Aug 14, 2023	SELL	$143.97 - $174.63 $194,647 - $236,099	-1,352 Reduced 0.99%	134,711 $23.4 Million
Q1 2023 May 15, 2023	SELL	$121.18 - $151.01 $421,342 - $525,061	-3,477 Reduced 2.49%	136,063 $20.5 Million
Q4 2022 Feb 14, 2023	SELL	$116.56 - $136.15 $277,063 - $323,628	-2,377 Reduced 1.67%	139,540 $17.4 Million
Q3 2022 Nov 22, 2022	BUY	$118.78 - $151.56 $3.21 Million - $4.09 Million	27,002 Added 23.5%	141,917 $16.9 Million
Q2 2022 Aug 15, 2022	SELL	$123.49 - $161.47 $744,027 - $972,856	-6,025 Reduced 4.98%	114,915 $14.6 Million
Q1 2022 May 16, 2022	SELL	$141.39 - $175.52 $2.85 Million - $3.53 Million	-20,140 Reduced 14.28%	120,940 $19.2 Million
Q4 2021 Feb 14, 2022	BUY	$148.06 - $176.65 $406,572 - $485,080	2,746 Added 1.99%	141,080 $24.5 Million
Q3 2021 Nov 15, 2021	SELL	$147.91 - $159.7 $240,501 - $259,672	-1,626 Reduced 1.16%	138,334 $20.7 Million
Q2 2021 Aug 16, 2021	BUY	$131.31 - $147.82 $8.54 Million - $9.61 Million	65,030 Added 86.79%	139,960 $20.7 Million
Q1 2021 May 18, 2021	BUY	$125.83 - $138.59 $802,040 - $883,372	6,374 Added 9.3%	74,930 $9.95 Million
Q4 2020 Feb 17, 2021	BUY	$110.86 - $130.52 $503,636 - $592,952	4,543 Added 7.1%	68,556 $8.91 Million
Q3 2020 Nov 19, 2020	BUY	$104.66 - $127.03 $574,897 - $697,775	5,493 Added 9.39%	64,013 $7.47 Million
Q2 2020 Aug 14, 2020	BUY	$76.54 - $104.63 $158,284 - $216,374	2,068 Added 3.66%	58,520 $6.12 Million
Q1 2020 May 13, 2020	BUY	$70.4 - $102.79 $1.25 Million - $1.82 Million	17,722 Added 45.76%	56,452 $4.54 Million
Q4 2019 Feb 18, 2020	BUY	$78.28 - $91.92 $216,835 - $254,618	2,770 Added 7.7%	38,730 $3.55 Million
Q3 2019 Nov 15, 2019	BUY	$79.69 - $81.76 $179,222 - $183,878	2,249 Added 6.67%	35,960 $2.9 Million
Q2 2019 Aug 12, 2019	BUY	N/A	3,027 Added 9.87%	33,711 $2.63 Million
Q1 2019 May 16, 2019	BUY	N/A	10,593 Added 52.73%	30,684 $2.27 Million
Q4 2018 Feb 15, 2019	BUY	N/A	7,013 Added 53.62%	20,091 $1.25 Million
Q3 2018 Nov 14, 2018	BUY	N/A	258 Added 2.01%	13,078 $985,000
Q2 2018 Aug 13, 2018	BUY	N/A	1,588 Added 14.14%	12,820 $891,000
Q1 2018 May 15, 2018	BUY	N/A	1,737 Added 18.29%	11,232 $717,000
Q4 2017 Feb 14, 2018	BUY	N/A	1,663 Added 21.23%	9,495 $632,000
Q3 2017 Nov 14, 2017	BUY	N/A	7,832	7,832 $471,000

Others Institutions Holding XLK

# of Institutions

2,422

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Account

Iht Wealth Management, LLC Technology Sector Spdr Transaction History