A detailed history of Martel Wealth Advisors Inc transactions in Technology Sector Spdr stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 1,518 shares of XLK stock, worth $348,214. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,518
Previous 2,368 35.9%
Holding current value
$348,214
Previous $536 Million 36.16%
% of portfolio
0.07%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

SELL
$197.34 - $237.68 $167,739 - $202,028
-850 Reduced 35.9%
1,518 $342 Million
Q1 2023

Oct 09, 2024

BUY
$121.18 - $151.01 $286,954 - $357,591
2,368 New
2,368 $358 Million

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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