Independent Wealth Network Inc. Technology Sector Spdr Transaction History

Independent Wealth Network Inc.

$291 Million
Q3 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 6,642 shares of XLK stock, worth $1.91 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

6,642

Previous 7,310 9.14%

Holding current value

$1.91 Million

Previous $1.85 Million 1.13%

% of portfolio

0.64%

Previous 0.72%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$250.97 - $282.66 $167,647 - $188,816	-668 Reduced 9.14%	6,642 $1.87 Million
Q2 2025 Jul 16, 2025	BUY	$179.73 - $253.23 $64,523 - $90,909	359 Added 5.16%	7,310 $1.85 Million
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

2,610

Shares Held

183M

Call Options Held

9.54M

Put Options Held

14.6M

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 Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Account

Independent Wealth Network Inc. Technology Sector Spdr Transaction History