Lwm Advisory Services, LLC Technology Sector Spdr Transaction History

Lwm Advisory Services, LLC

  • $145 Million
  • Q1 2024

A detailed history of Lwm Advisory Services, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 4,363 shares of XLK stock, worth $963,655. This represents 0.63% of its overall portfolio holdings.

Number of Shares
4,363
Previous 2,079 109.86%
Holding current value
$963,655
Previous $400,000 127.0%
% of portfolio
0.63%
Previous 0.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$184.12 - $211.02 $420,530 - $481,969
2,284 Added 109.86%
4,363 $908,000
Q4 2023

Feb 05, 2024
BUY
$160.19 - $193.07 $183,097 - $220,679
1,143 Added 122.12%
2,079 $400,000
Q3 2023

Nov 02, 2023
BUY
$161.97 - $180.26 $151,603 - $168,723
936 New
936 $153,000
Q2 2022

Aug 15, 2022
SELL
N/A
-2,570 Closed
0 $0
Q1 2022

May 09, 2022
BUY
N/A
2,570 New
2,570 $408,000

Others Institutions Holding XLK

# of Institutions
2,119
Shares Held
175M
Call Options Held
8.51M
Put Options Held
11.8M
View Full List

About TECHNOLOGY SECTOR SPDR

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