Modern Wealth Management, LLC Technology Sector Spdr Transaction History

Modern Wealth Management, LLC

$3.78 Billion
Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 52,902 shares of XLK stock, worth $14.1 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

52,902

Previous 5,895 797.4%

Holding current value

$14.1 Million

Previous $1.22 Million 1000.74%

% of portfolio

0.35%

Previous 0.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$179.73 - $253.23 $8.45 Million - $11.9 Million	47,007 Added 797.4%	52,902 $13.4 Million
Q1 2025 May 15, 2025	SELL	$206.38 - $242.18 $2.82 Million - $3.31 Million	-13,652 Reduced 69.84%	5,895 $1.22 Billion
Q4 2024 May 30, 2025	BUY	$220.26 - $241.44 $2.88 Million - $3.16 Million	13,098 Added 222.19%	18,993 $4.42 Million
Q4 2024 May 29, 2025	BUY	$220.26 - $241.44 $2.88 Million - $3.16 Million	13,098 Added 222.19%	18,993 $4.42 Million
Q4 2024 Feb 11, 2025	BUY	$220.26 - $241.44 $1.02 Million - $1.12 Million	4,626 Added 31.0%	19,547 $4.62 Billion
Q3 2024 May 30, 2025	BUY	$197.34 - $237.68 $1.78 Million - $2.14 Million	9,015 Added 152.93%	14,910 $3.37 Million
Q3 2024 May 29, 2025	BUY	$197.34 - $237.68 $1.78 Million - $2.14 Million	9,015 Added 152.93%	14,910 $3.37 Million
Q3 2024 Nov 05, 2024	BUY	$197.34 - $237.68 $470,261 - $566,391	2,383 Added 19.01%	14,921 $3.37 Billion
Q2 2024 May 29, 2025	BUY	$192.53 - $231.41 $1.28 Million - $1.54 Million	6,643 Added 112.69%	12,538 $2.84 Million
Q2 2024 Aug 07, 2024	BUY	$192.53 - $231.41 $50,250 - $60,398	261 Added 2.13%	12,538 $2.84 Billion
Q1 2024 May 28, 2025	BUY	$184.12 - $211.02 $969,575 - $1.11 Million	5,266 Added 89.33%	11,161 $2.32 Billion
Q1 2024 May 13, 2024	BUY	$184.12 - $211.02 $2.02 Million - $2.31 Million	10,961 Added 832.9%	12,277 $2.52 Billion
Q4 2023 May 28, 2025	SELL	$160.19 - $193.07 $733,510 - $884,067	-4,579 Reduced 77.68%	1,316 $253 Million
Q4 2023 Feb 14, 2024	BUY	$160.19 - $193.07 $210,810 - $254,080	1,316 New	1,316 $253 Million

Others Institutions Holding XLK

# of Institutions

2,487

Shares Held

283M

Call Options Held

9.07M

Put Options Held

13.8M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Modern Wealth Management, LLC Technology Sector Spdr Transaction History