Marcum Wealth, LLC Technology Sector Spdr Transaction History

Marcum Wealth, LLC

  • $988 Million
  • Q2 2024

A detailed history of Marcum Wealth, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Marcum Wealth, LLC holds 10,041 shares of XLK stock, worth $2.1 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
10,041
Previous 10,463 4.03%
Holding current value
$2.1 Million
Previous $2.18 Million 4.22%
% of portfolio
0.23%
Previous 0.22%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024
SELL
$192.53 - $231.41 $81,247 - $97,655
-422 Reduced 4.03%
10,041 $2.27 Million
Q1 2024

Apr 10, 2024
SELL
$184.12 - $211.02 $145,454 - $166,705
-790 Reduced 7.02%
10,463 $2.18 Million
Q4 2023

Jan 10, 2024
SELL
$160.19 - $193.07 $19,543 - $23,554
-122 Reduced 1.07%
11,253 $2.17 Million
Q3 2023

Oct 10, 2023
SELL
$161.97 - $180.26 $27,858 - $31,004
-172 Reduced 1.49%
11,375 $1.86 Million
Q2 2023

Jul 13, 2023
SELL
$143.97 - $174.63 $491,801 - $596,536
-3,416 Reduced 22.83%
11,547 $2.01 Million
Q1 2023

Apr 19, 2023
SELL
$121.18 - $151.01 $251,327 - $313,194
-2,074 Reduced 12.17%
14,963 $2.26 Million
Q4 2022

Jan 12, 2023
SELL
$119.89 - $136.15 $180,914 - $205,450
-1,509 Reduced 8.14%
17,037 $0
Q3 2022

Oct 11, 2022
BUY
N/A
135 Added 0.73%
18,546 $2.2 Million
Q2 2022

Jul 14, 2022
BUY
N/A
1,394 Added 8.19%
18,411 $2.34 Million
Q1 2022

Apr 20, 2022
SELL
N/A
-953 Reduced 5.3%
17,017 $2.7 Million
Q4 2021

Feb 01, 2022
BUY
N/A
1,847 Added 11.46%
17,970 $3.12 Million
Q3 2021

Nov 08, 2021
BUY
N/A
2,301 Added 16.65%
16,123 $2.41 Million
Q2 2021

Aug 10, 2021
BUY
N/A
2,785 Added 25.23%
13,822 $2.04 Million
Q1 2021

May 11, 2021
BUY
N/A
11,037 New
11,037 $1.47 Million

Others Institutions Holding XLK

# of Institutions
2,197
Shares Held
173M
Call Options Held
13.5M
Put Options Held
14.8M
View Full List

About TECHNOLOGY SECTOR SPDR

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