Lodestone Wealth Management LLC Technology Sector Spdr Transaction History

Lodestone Wealth Management LLC

$200 Billion
Q3 2024

A detailed history of Lodestone Wealth Management LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 2,483 shares of XLK stock, worth $597,235. This represents 0.28% of its overall portfolio holdings.

Number of Shares

2,483

Previous 2,511 1.12%

Holding current value

$597,235

Previous $568 Million 1.32%

% of portfolio

0.28%

Previous 0.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$197.34 - $237.68 $5,525 - $6,655	-28 Reduced 1.12%	2,483 $561 Million
Q2 2024 Jul 16, 2024	SELL	$192.53 - $231.41 $577 - $694	-3 Reduced 0.12%	2,511 $568 Million
Q1 2024 Apr 30, 2024	SELL	$184.12 - $211.02 $10,494 - $12,028	-57 Reduced 2.22%	2,514 $524 Million
Q4 2023 Jan 24, 2024	SELL	$160.19 - $193.07 $6,407 - $7,722	-40 Reduced 1.53%	2,571 $495 Million
Q3 2023 Oct 20, 2023	SELL	$161.97 - $180.26 $59,928 - $66,696	-370 Reduced 12.41%	2,611 $428 Million
Q2 2023 Jul 25, 2023	SELL	$143.97 - $174.63 $95,740 - $116,128	-665 Reduced 18.24%	2,981 $518 Million
Q1 2023 May 15, 2023	SELL	$121.18 - $151.01 $60,953 - $75,958	-503 Reduced 12.12%	3,646 $551 Million
Q4 2022 Feb 09, 2023	BUY	$116.56 - $136.15 $483,607 - $564,886	4,149 New	4,149 $516 Million

Others Institutions Holding XLK

# of Institutions

2,241

Shares Held

169M

Call Options Held

14.8M

Put Options Held

18M

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 Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Account

Lodestone Wealth Management LLC Technology Sector Spdr Transaction History