Lakeridge Wealth Management LLC Technology Sector Spdr Transaction History

Lakeridge Wealth Management LLC

  • $166 Billion
  • Q2 2024

A detailed history of Lakeridge Wealth Management LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 2,132 shares of XLK stock, worth $470,042. This represents 0.29% of its overall portfolio holdings.

Number of Shares
2,132
Previous 1,801 18.38%
Holding current value
$470,042
Previous $375 Million 28.63%
% of portfolio
0.29%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
BUY
$192.53 - $231.41 $63,727 - $76,596
331 Added 18.38%
2,132 $482 Million
Q1 2024

Apr 29, 2024
BUY
$184.12 - $211.02 $29,090 - $33,341
158 Added 9.62%
1,801 $375 Million
Q4 2023

Feb 14, 2024
BUY
$160.19 - $193.07 $263,192 - $317,214
1,643 New
1,643 $316 Million

Others Institutions Holding XLK

# of Institutions
2,197
Shares Held
173M
Call Options Held
13.5M
Put Options Held
14.8M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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