Mbl Wealth, LLC Technology Sector Spdr Transaction History

Mbl Wealth, LLC

$1.1 Billion
Q4 2025

A detailed history of Mbl Wealth, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Mbl Wealth, LLC holds 5,868 shares of XLK stock, worth $1.69 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

5,868

Previous 2,734 114.63%

Holding current value

$1.69 Million

Previous $770,000 119.48%

% of portfolio

0.15%

Previous 0.08%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	BUY	$278.39 - $304.13 $872,474 - $953,143	3,134 Added 114.63%	5,868 $1.69 Million
Q3 2025 Oct 16, 2025	SELL	$250.97 - $282.66 $138,033 - $155,463	-550 Reduced 16.75%	2,734 $770,000
Q2 2025 Jul 22, 2025	BUY	$179.73 - $253.23 $71,892 - $101,292	400 Added 13.87%	3,284 $831,000
Q4 2024 Apr 21, 2025	SELL	$220.26 - $241.44 $16,519 - $18,108	-75 Reduced 2.53%	2,884 $670,000
Q1 2024 Apr 22, 2024	SELL	$184.12 - $211.02 $23,015 - $26,377	-125 Reduced 4.05%	2,959 $616,000

Q4 2023 Jan 18, 2024	SELL	$160.19 - $193.07 $20,984 - $25,292	-131 Reduced 4.07%	3,084 $593,000
Q3 2023 Oct 11, 2023	SELL	$161.97 - $180.26 $1,619 - $1,802	-10 Reduced 0.31%	3,215 $527,000
Q2 2023 Jul 17, 2023	SELL	$143.97 - $174.63 $16,556 - $20,082	-115 Reduced 3.44%	3,225 $560,000
Q1 2023 Apr 11, 2023	SELL	$121.18 - $151.01 $10,300 - $12,835	-85 Reduced 2.48%	3,340 $504,000
Q4 2022 Jan 12, 2023	SELL	$116.56 - $136.15 $56,531 - $66,032	-485 Reduced 12.4%	3,425 $426,000
Q3 2022 Jan 12, 2023	SELL	$118.78 - $151.56 $74,237 - $94,725	-625 Reduced 13.78%	3,910 $464,000
Q2 2022 Jan 12, 2023	SELL	$123.49 - $161.47 $182,765 - $238,975	-1,480 Reduced 24.61%	4,535 $576,000
Q1 2022 May 02, 2022	BUY	$141.39 - $175.52 $850,460 - $1.06 Million	6,015 New	6,015 $956,000
Q3 2021 Oct 25, 2021	SELL	$147.91 - $159.7 $1.1 Million - $1.19 Million	-7,461 Closed	0 $0
Q1 2021 May 27, 2021	BUY	$125.83 - $138.59 $107,081 - $117,940	851 Added 12.87%	7,461 $991,000
Q4 2020 Feb 16, 2021	BUY	$110.86 - $130.52 $732,784 - $862,737	6,610 New	6,610 $859,000

Others Institutions Holding XLK

# of Institutions

2,649

Shares Held

202M

Call Options Held

9.53M

Put Options Held

14.1M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbl Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbl Wealth, LLC with notifications on news.

Account