Independent Wealth Network Inc. Technology Sector Spdr Transaction History

Independent Wealth Network Inc.

$237 Million
Q1 2025

A detailed history of Independent Wealth Network Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Independent Wealth Network Inc. holds 6,951 shares of XLK stock, worth $1.46 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

6,951

Previous 5,786 20.13%

Holding current value

$1.46 Million

Previous $1.35 Million 6.69%

% of portfolio

0.61%

Previous 0.57%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$206.38 - $242.18 $240,432 - $282,139	1,165 Added 20.13%	6,951 $1.44 Million
Q4 2024 Jan 17, 2025	BUY	$220.26 - $241.44 $3,744 - $4,104	17 Added 0.29%	5,786 $1.35 Million
Q3 2024 Oct 15, 2024	SELL	$197.34 - $237.68 $14,800 - $17,826	-75 Reduced 1.28%	5,769 $1.3 Million
Q2 2024 Jul 18, 2024	SELL	$192.53 - $231.41 $194,647 - $233,955	-1,011 Reduced 14.75%	5,844 $1.32 Million
Q1 2024 May 20, 2024	BUY	$184.12 - $211.02 $1.26 Million - $1.45 Million	6,855 New	6,855 $1.43 Million
Q4 2023 Jan 12, 2024	BUY	$160.19 - $193.07 $282,735 - $340,768	1,765 Added 36.47%	6,605 $1.27 Million
Q3 2023 Oct 11, 2023	BUY	$161.97 - $180.26 $42,598 - $47,408	263 Added 5.75%	4,840 $793,000
Q2 2023 Jul 12, 2023	SELL	$143.97 - $174.63 $150,592 - $182,662	-1,046 Reduced 18.6%	4,577 $795,000
Q1 2023 Apr 18, 2023	SELL	$121.18 - $151.01 $4,362 - $5,436	-36 Reduced 0.64%	5,623 $849,000
Q4 2022 Jan 25, 2023	BUY	$116.56 - $136.15 $16,901 - $19,741	145 Added 2.63%	5,659 $0
Q3 2022 Oct 17, 2022	SELL	$118.78 - $151.56 $8,670 - $11,063	-73 Reduced 1.31%	5,514 $655,000
Q2 2022 Jul 26, 2022	SELL	$123.49 - $161.47 $12,966 - $16,954	-105 Reduced 1.84%	5,587 $710,000
Q1 2022 Apr 20, 2022	SELL	$141.39 - $175.52 $193,704 - $240,462	-1,370 Reduced 19.4%	5,692 $905,000
Q4 2021 Feb 10, 2022	SELL	$148.06 - $176.65 $86,615 - $103,340	-585 Reduced 7.65%	7,062 $1.23 Million
Q3 2021 Nov 04, 2021	BUY	$147.91 - $159.7 $1.13 Million - $1.22 Million	7,647 New	7,647 $1.25 Million

Others Institutions Holding XLK

# of Institutions

2,409

Shares Held

185M

Call Options Held

13.7M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Independent Wealth Network Inc. Technology Sector Spdr Transaction History