National Wealth Management Group, LLC Technology Sector Spdr Transaction History

National Wealth Management Group, LLC

$148 Billion
Q3 2024

A detailed history of National Wealth Management Group, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, National Wealth Management Group, LLC holds 1,975 shares of XLK stock, worth $461,360. This represents 0.3% of its overall portfolio holdings.

Number of Shares

1,975

Previous 2,075 4.82%

Holding current value

$461,360

Previous $469 Million 5.01%

% of portfolio

0.3%

Previous 0.36%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$197.34 - $237.68 $19,734 - $23,768	-100 Reduced 4.82%	1,975 $446 Million
Q2 2024 Aug 09, 2024	SELL	$192.53 - $231.41 $62,187 - $74,745	-323 Reduced 13.47%	2,075 $469 Million
Q1 2024 May 17, 2024	BUY	$184.12 - $211.02 $2,209 - $2,532	12 Added 0.5%	2,398 $500 Million
Q4 2023 Feb 01, 2024	SELL	$160.19 - $193.07 $26,591 - $32,049	-166 Reduced 6.5%	2,386 $459 Million
Q3 2023 Nov 13, 2023	BUY	$161.97 - $180.26 $160,026 - $178,096	988 Added 63.17%	2,552 $418 Million
Q2 2023 Aug 09, 2023	BUY	$143.97 - $174.63 $225,169 - $273,121	1,564 New	1,564 $263 Million
Q4 2022 Nov 17, 2023	SELL	$116.56 - $136.15 $388,844 - $454,196	-3,336 Reduced 63.53%	1,915 $238 Million
Q3 2022 Nov 17, 2023	BUY	$118.78 - $151.56 $320,587 - $409,060	2,699 Added 105.76%	5,251 $624 Million
Q2 2022 Nov 17, 2023	SELL	$123.49 - $161.47 $1.38 Million - $1.81 Million	-11,205 Reduced 67.9%	5,298 $674 Million
Q1 2022 Nov 17, 2023	BUY	$141.39 - $175.52 $678,389 - $842,144	4,798 Added 40.99%	16,503 $2.62 Billion
Q4 2021 Nov 17, 2023	BUY	$148.06 - $176.65 $1.36 Million - $1.62 Million	9,153 Added 358.66%	11,705 $2.04 Billion

Others Institutions Holding XLK

# of Institutions

2,239

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 National Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on National Wealth Management Group, LLC with notifications on news.

Account

National Wealth Management Group, LLC Technology Sector Spdr Transaction History