Meridian Wealth Advisors, LLC Technology Sector Spdr Transaction History

Meridian Wealth Advisors, LLC

$536 Million
Q3 2024

A detailed history of Meridian Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Meridian Wealth Advisors, LLC holds 19,657 shares of XLK stock, worth $4.64 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

19,657

Previous 21,332 7.85%

Holding current value

$4.64 Million

Previous $4.83 Million 8.04%

% of portfolio

0.83%

Previous 0.96%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$197.34 - $237.68 $330,544 - $398,114	-1,675 Reduced 7.85%	19,657 $4.44 Million
Q2 2024 Aug 02, 2024	BUY	$192.53 - $231.41 $192 - $231	1 Added 0.0%	21,332 $4.83 Million
Q4 2023 Feb 06, 2024	BUY	$160.19 - $193.07 $160 - $193	1 Added 0.0%	21,331 $4.11 Million
Q2 2023 Aug 02, 2023	SELL	$143.97 - $174.63 $83,070 - $100,761	-577 Reduced 2.63%	21,330 $3.71 Million
Q1 2023 May 01, 2023	SELL	$121.18 - $151.01 $10,785 - $13,439	-89 Reduced 0.4%	21,907 $3.31 Million
Q4 2022 Jan 23, 2023	SELL	$116.56 - $136.15 $493,165 - $576,050	-4,231 Reduced 16.13%	21,996 $0
Q3 2022 Oct 19, 2022	SELL	$118.78 - $151.56 $364,179 - $464,682	-3,066 Reduced 10.47%	26,227 $3.12 Million
Q2 2022 Jul 26, 2022	SELL	$123.49 - $161.47 $1.01 Million - $1.32 Million	-8,169 Reduced 21.81%	29,293 $3.72 Million
Q1 2022 May 12, 2022	SELL	$141.39 - $175.52 $63,484 - $78,808	-449 Reduced 1.18%	37,462 $5.95 Million
Q4 2021 Feb 02, 2022	BUY	$148.06 - $176.65 $31,832 - $37,979	215 Added 0.57%	37,911 $6.59 Million
Q3 2021 Nov 12, 2021	BUY	$147.91 - $159.7 $478,636 - $516,789	3,236 Added 9.39%	37,696 $5.63 Million
Q1 2021 May 07, 2021	BUY	$125.83 - $138.59 $207,745 - $228,812	1,651 Added 5.03%	34,460 $4.58 Million
Q4 2020 May 07, 2021	BUY	$110.86 - $130.52 $3.54 Million - $4.16 Million	31,891 Added 3473.97%	32,809 $4.27 Million
Q4 2020 Feb 16, 2021	SELL	$110.86 - $130.52 $4.32 Million - $5.08 Million	-38,941 Reduced 97.7%	918 $84,000
Q3 2020 Nov 16, 2020	BUY	$104.66 - $127.03 $180,852 - $219,507	1,728 Added 4.53%	39,859 $4.65 Million
Q2 2020 Aug 14, 2020	BUY	$76.54 - $104.63 $631,455 - $863,197	8,250 Added 27.61%	38,131 $3.98 Million
Q1 2020 May 15, 2020	BUY	$70.4 - $102.79 $103,840 - $151,615	1,475 Added 5.19%	29,881 $2.4 Million
Q4 2019 Feb 12, 2020	BUY	$78.28 - $91.92 $396,096 - $465,115	5,060 Added 21.67%	28,406 $2.6 Million
Q3 2019 Nov 08, 2019	BUY	$79.69 - $81.76 $170,935 - $175,375	2,145 Added 10.12%	23,346 $1.88 Million
Q2 2019 Aug 08, 2019	BUY	N/A	2,635 Added 14.19%	21,201 $1.66 Million
Q1 2019 May 07, 2019	BUY	N/A	191 Added 1.04%	18,566 $1.37 Million
Q4 2018 Feb 14, 2019	BUY	N/A	18,375 New	18,375 $1.14 Million

Others Institutions Holding XLK

# of Institutions

2,241

Shares Held

169M

Call Options Held

14.8M

Put Options Held

18M

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 Meridian Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Advisors, LLC with notifications on news.

Account

Meridian Wealth Advisors, LLC Technology Sector Spdr Transaction History