Lantern Wealth Advisors, LLC Technology Sector Spdr Transaction History

Lantern Wealth Advisors, LLC

$189 Billion
Q3 2025

A detailed history of Lantern Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 3,100 shares of XLK stock, worth $893,264. This represents 0.46% of its overall portfolio holdings.

Number of Shares

3,100

Previous 5,416 42.76%

Holding current value

$893,264

Previous $1.37 Billion 36.29%

% of portfolio

0.46%

Previous 0.82%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 26, 2025	SELL	$250.97 - $282.66 $581,246 - $654,640	-2,316 Reduced 42.76%	3,100 $874 Million
Q2 2025 Aug 14, 2025	BUY	$179.73 - $253.23 $16,355 - $23,043	91 Added 1.71%	5,416 $1.37 Billion
Q4 2024 Feb 14, 2025	BUY	$220.26 - $241.44 $660 - $724	3 Added 0.06%	5,325 $1.24 Billion
Q3 2024 Nov 14, 2024	SELL	$197.34 - $237.68 $18,155 - $21,866	-92 Reduced 1.7%	5,322 $1.2 Billion
Q2 2024 Aug 14, 2024	SELL	$192.53 - $231.41 $48,517 - $58,315	-252 Reduced 4.45%	5,414 $1.22 Billion

Q1 2024 May 14, 2024	BUY	$184.12 - $211.02 $45,661 - $52,332	248 Added 4.58%	5,666 $1.18 Billion
Q4 2023 Feb 14, 2024	BUY	$160.19 - $193.07 $867,909 - $1.05 Million	5,418 New	5,418 $1.04 Billion

Others Institutions Holding XLK

# of Institutions

2,613

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 Lantern Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lantern Wealth Advisors, LLC with notifications on news.

Account

Lantern Wealth Advisors, LLC Technology Sector Spdr Transaction History