New Wave Wealth Advisors LLC Technology Sector Spdr Transaction History

New Wave Wealth Advisors LLC

  • $235 Billion
  • Q2 2025

A detailed history of New Wave Wealth Advisors LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 24,047 shares of XLK stock, worth $6.26 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares
24,047
Previous 32,310 25.57%
Holding current value
$6.26 Million
Previous $6.67 Billion 8.72%
% of portfolio
2.59%
Previous 2.99%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$179.73 - $253.23 $1.49 Million - $2.09 Million
-8,263 Reduced 25.57%
24,047 $6.09 Billion
Q1 2025

Apr 25, 2025
BUY
$206.38 - $242.18 $1.23 Million - $1.45 Million
5,969 Added 22.66%
32,310 $6.67 Billion
Q4 2024

Jan 23, 2025
BUY
$220.26 - $241.44 $21,585 - $23,661
98 Added 0.37%
26,341 $6.12 Billion
Q3 2024

Oct 23, 2024
BUY
$197.34 - $237.68 $322,256 - $388,131
1,633 Added 6.64%
26,243 $5.92 Billion
Q2 2024

Aug 27, 2024
BUY
$192.53 - $231.41 $4.74 Million - $5.7 Million
24,610 New
24,610 $5.57 Billion

Others Institutions Holding XLK

# of Institutions
2,461
Shares Held
281M
Call Options Held
9.05M
Put Options Held
14.7M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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