A detailed history of Meridian Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 7,912 shares of XLK stock, worth $1.87 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,912
Previous 8,462 6.5%
Holding current value
$1.87 Million
Previous $1.91 Million 6.69%
% of portfolio
0.09%
Previous 0.23%

Shares

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

Nov 12, 2024

SELL
$197.34 - $237.68 $108,537 - $130,724
-550 Reduced 6.5%
7,912 $1.79 Million
Q2 2024

Aug 08, 2024

BUY
$192.53 - $231.41 $1.63 Million - $1.96 Million
8,462 New
8,462 $1.91 Million
Q4 2023

Feb 08, 2024

SELL
$160.19 - $193.07 $418,256 - $504,105
-2,611 Reduced 15.44%
14,305 $2.75 Million
Q3 2023

Oct 17, 2023

SELL
$161.97 - $180.26 $34,661 - $38,575
-214 Reduced 1.25%
16,916 $2.77 Million
Q2 2023

Aug 02, 2023

SELL
$143.97 - $174.63 $734,966 - $891,486
-5,105 Reduced 22.96%
17,130 $2.98 Million
Q1 2023

May 12, 2023

BUY
$121.18 - $151.01 $136,206 - $169,735
1,124 Added 5.32%
22,235 $3.36 Million
Q4 2022

Feb 13, 2023

BUY
$116.56 - $136.15 $889,819 - $1.04 Million
7,634 Added 56.64%
21,111 $2.63 Million
Q3 2022

Nov 14, 2022

SELL
$118.78 - $151.56 $20,073 - $25,613
-169 Reduced 1.24%
13,477 $1.6 Million
Q2 2022

Aug 05, 2022

BUY
$123.49 - $161.47 $112,499 - $147,099
911 Added 7.15%
13,646 $1.74 Million
Q1 2022

May 12, 2022

BUY
$141.39 - $175.52 $74,371 - $92,323
526 Added 4.31%
12,735 $2.02 Million
Q4 2021

Jan 27, 2022

BUY
$148.06 - $176.65 $134,438 - $160,398
908 Added 8.03%
12,209 $2.12 Million
Q3 2021

Oct 15, 2021

BUY
$147.91 - $159.7 $443 - $479
3 Added 0.03%
11,301 $1.69 Million
Q2 2021

Jul 22, 2021

BUY
$131.31 - $147.82 $18,777 - $21,138
143 Added 1.28%
11,298 $1.67 Million
Q1 2021

May 07, 2021

BUY
$125.83 - $138.59 $91,604 - $100,893
728 Added 6.98%
11,155 $1.48 Million
Q4 2020

Jan 19, 2021

BUY
$110.86 - $130.52 $809,167 - $952,665
7,299 Added 233.34%
10,427 $1.36 Million
Q3 2020

Oct 09, 2020

BUY
$104.66 - $127.03 $327,376 - $397,349
3,128 New
3,128 $364,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Meridian Wealth Management, LLC Portfolio

Follow Meridian Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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