Legacy Wealth Managment, Llc/Id Technology Sector Spdr Transaction History

Legacy Wealth Managment, Llc/Id

  • $120 Million
  • Q2 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Technology Sector Spdr stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 450 shares of XLK stock, worth $119,664. This represents 0.09% of its overall portfolio holdings.

Number of Shares
450
Previous 596 24.5%
Holding current value
$119,664
Previous $123,000 8.13%
% of portfolio
0.09%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$179.73 - $253.23 $26,240 - $36,971
-146 Reduced 24.5%
450 $113,000
Q1 2025

May 16, 2025
BUY
$206.38 - $242.18 $75,741 - $88,880
367 Added 160.26%
596 $123,000
Q3 2024

Nov 15, 2024
BUY
$197.34 - $237.68 $45,190 - $54,428
229 New
229 $51,000

Others Institutions Holding XLK

# of Institutions
2,464
Shares Held
282M
Call Options Held
9.05M
Put Options Held
14.7M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Legacy Wealth Managment, Llc/Id Portfolio

Follow Legacy Wealth Managment, Llc/Id and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Managment, Llc/Id, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Managment, Llc/Id with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email