Oakwell Private Wealth Management, LLC Technology Sector Spdr Transaction History

Oakwell Private Wealth Management, LLC

  • $434 Million
  • Q2 2025

A detailed history of Oakwell Private Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 1,807 shares of XLK stock, worth $521,789. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,807
Previous 1,807 -0.0%
Holding current value
$521,789
Previous $373,000 22.52%
% of portfolio
0.11%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$206.38 - $242.18 $51,801 - $60,787
-251 Reduced 12.2%
1,807 $373,000
Q3 2023

Oct 30, 2023
BUY
$161.97 - $180.26 $129,737 - $144,388
801 Added 63.72%
2,058 $337,000
Q2 2023

Jul 26, 2023
BUY
$143.97 - $174.63 $180,970 - $219,509
1,257 New
1,257 $218,000
Q1 2022

May 03, 2022
SELL
$141.39 - $175.52 $177,727 - $220,628
-1,257 Closed
0 $0
Q4 2021

Jan 21, 2022
BUY
$148.06 - $176.65 $186,111 - $222,049
1,257 New
1,257 $219,000

Others Institutions Holding XLK

# of Institutions
2,502
Shares Held
285M
Call Options Held
9.76M
Put Options Held
15.4M
View Full List

About TECHNOLOGY SECTOR SPDR

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