Oak Harbor Wealth Partners, LLC Technology Sector Spdr Transaction History

Oak Harbor Wealth Partners, LLC

  • $361 Million
  • Q2 2025

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 793 shares of XLK stock, worth $210,874. This represents 0.06% of its overall portfolio holdings.

Number of Shares
793
Previous 964 17.74%
Holding current value
$210,874
Previous $199,000 0.5%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jul 31, 2025
SELL
$179.73 - $253.23 $30,733 - $43,302
-171 Reduced 17.74%
793 $200,000
Q1 2025

May 12, 2025
BUY
$206.38 - $242.18 $2,889 - $3,390
14 Added 1.47%
964 $199,000
Q1 2024

Apr 23, 2024
SELL
$184.12 - $211.02 $9,206 - $10,551
-50 Reduced 5.0%
950 $197,000
Q1 2022

May 11, 2022
SELL
$141.39 - $175.52 $42,841 - $53,182
-303 Reduced 23.25%
1,000 $159,000
Q4 2021

Feb 17, 2022
BUY
$148.06 - $176.65 $192,922 - $230,174
1,303 New
1,303 $227,000

Others Institutions Holding XLK

# of Institutions
2,464
Shares Held
282M
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
Track This Portfolio

Track Oak Harbor Wealth Partners, LLC Portfolio

Follow Oak Harbor Wealth Partners, 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 Oak Harbor Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harbor Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email