Lwm Advisory Services, LLC Technology Sector Spdr Transaction History

Lwm Advisory Services, LLC

$139 Million
Q1 2025

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 2,746 shares of XLK stock, worth $722,335. This represents 0.41% of its overall portfolio holdings.

Number of Shares

2,746

Previous 4,763 42.35%

Holding current value

$722,335

Previous $1.11 Million 48.87%

% of portfolio

0.41%

Previous 0.8%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$206.38 - $242.18 $416,268 - $488,477	-2,017 Reduced 42.35%	2,746 $566,000
Q4 2024 Feb 03, 2025	SELL	$220.26 - $241.44 $58,368 - $63,981	-265 Reduced 5.27%	4,763 $1.11 Million
Q3 2024 Nov 13, 2024	BUY	$197.34 - $237.68 $112,089 - $135,002	568 Added 12.74%	5,028 $1.14 Million
Q2 2024 Aug 08, 2024	BUY	$192.53 - $231.41 $18,675 - $22,446	97 Added 2.22%	4,460 $1.01 Million
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	$123.49 - $161.47 $317,369 - $414,977	-2,570 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$141.39 - $175.52 $363,372 - $451,086	2,570 New	2,570 $408,000

Others Institutions Holding XLK

# of Institutions

2,461

Shares Held

281M

Call Options Held

9.05M

Put Options Held

14.7M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Lwm Advisory Services, LLC Technology Sector Spdr Transaction History