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 $580,028. This represents 0.28% of its overall portfolio holdings.

Number of Shares

2,483

Previous 2,511 1.12%

Holding current value

$580,028

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

2,240

Shares Held

168M

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

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Lodestone Wealth Management LLC Technology Sector Spdr Transaction History