Laidlaw Wealth Management LLC Technology Sector Spdr Transaction History

Laidlaw Wealth Management LLC

$268 Million
Q4 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 23,833 shares of XLK stock, worth $5.55 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares

23,833

Previous 22,560 5.64%

Holding current value

$5.55 Million

Previous $5.09 Million 8.8%

% of portfolio

2.07%

Previous 2.69%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$220.26 - $241.44 $280,390 - $307,353	1,273 Added 5.64%	23,833 $5.54 Million
Q3 2024 Nov 12, 2024	SELL	$197.34 - $237.68 $54,663 - $65,837	-277 Reduced 1.21%	22,560 $5.09 Million
Q2 2024 Aug 01, 2024	SELL	$192.53 - $231.41 $23,488 - $28,232	-122 Reduced 0.53%	22,837 $5.17 Million
Q1 2024 May 15, 2024	SELL	$184.12 - $211.02 $34,062 - $39,038	-185 Reduced 0.8%	22,959 $4.78 Million
Q4 2023 Feb 12, 2024	SELL	$160.19 - $193.07 $58,148 - $70,084	-363 Reduced 1.54%	23,144 $4.45 Million
Q3 2023 Nov 13, 2023	SELL	$161.97 - $180.26 $825,399 - $918,604	-5,096 Reduced 17.82%	23,507 $3.85 Million
Q2 2023 Aug 11, 2023	SELL	$143.97 - $174.63 $112,008 - $135,862	-778 Reduced 2.65%	28,603 $4.97 Million
Q1 2023 May 12, 2023	SELL	$121.18 - $151.01 $436,975 - $544,542	-3,606 Reduced 10.93%	29,381 $4.44 Million
Q4 2022 Feb 14, 2023	SELL	$116.56 - $136.15 $2.99 Million - $3.49 Million	-25,641 Reduced 43.74%	32,987 $4.1 Million
Q3 2022 Nov 14, 2022	BUY	$118.78 - $151.56 $3.36 Million - $4.29 Million	28,313 Added 93.4%	58,628 $6.96 Million
Q2 2022 Aug 12, 2022	SELL	$123.49 - $161.47 $211,044 - $275,952	-1,709 Reduced 5.34%	30,315 $3.85 Million
Q1 2022 May 12, 2022	SELL	$141.39 - $175.52 $1.02 Million - $1.27 Million	-7,211 Reduced 18.38%	32,024 $5.09 Million
Q4 2021 Feb 14, 2022	SELL	$148.06 - $176.65 $271,838 - $324,329	-1,836 Reduced 4.47%	39,235 $6.82 Million
Q3 2021 Nov 12, 2021	BUY	$147.91 - $159.7 $932,424 - $1.01 Million	6,304 Added 18.13%	41,071 $6.13 Million
Q2 2021 Aug 13, 2021	BUY	$131.31 - $147.82 $1.09 Million - $1.22 Million	8,280 Added 31.26%	34,767 $5.13 Million
Q1 2021 May 17, 2021	BUY	$125.83 - $138.59 $657,965 - $724,687	5,229 Added 24.6%	26,487 $3.52 Million
Q4 2020 Feb 16, 2021	BUY	$110.86 - $130.52 $671,811 - $790,951	6,060 Added 39.87%	21,258 $2.76 Million
Q3 2020 Nov 16, 2020	BUY	$104.66 - $127.03 $267,824 - $325,069	2,559 Added 20.25%	15,198 $1.77 Million
Q2 2020 Aug 19, 2020	SELL	$76.54 - $104.63 $100 Million - $137 Million	-1,308,010 Reduced 99.04%	12,639 $1.32 Million
Q2 2020 Aug 13, 2020	BUY	$76.54 - $104.63 $100 Million - $137 Million	1,308,929 Added 11168.34%	1,320,649 $13,000
Q1 2020 May 15, 2020	SELL	$70.4 - $102.79 $183,673 - $268,179	-2,609 Reduced 18.21%	11,720 $942,000
Q4 2019 Feb 14, 2020	BUY	$78.28 - $91.92 $1.12 Million - $1.32 Million	14,329 New	14,329 $1.31 Million

Others Institutions Holding XLK

# of Institutions

2,335

Shares Held

178M

Call Options Held

14.8M

Put Options Held

17.8M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Laidlaw Wealth Management LLC Technology Sector Spdr Transaction History