Martel Wealth Advisors Inc Technology Sector Spdr Transaction History

Martel Wealth Advisors Inc

  • $539 Billion
  • Q2 2025

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 979 shares of XLK stock, worth $278,740. This represents 0.05% of its overall portfolio holdings.

Number of Shares
979
Previous 1,448 32.39%
Holding current value
$278,740
Previous $299 Million 17.08%
% of portfolio
0.05%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$179.73 - $253.23 $84,293 - $118,764
-469 Reduced 32.39%
979 $248 Million
Q1 2025

Apr 16, 2025
SELL
$206.38 - $242.18 $14,446 - $16,952
-70 Reduced 4.61%
1,448 $299 Million
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

# of Institutions
2,494
Shares Held
285M
Call Options Held
9.76M
Put Options Held
15.4M
View Full List

About TECHNOLOGY SECTOR SPDR

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