Peterson Wealth Management Technology Sector Spdr Transaction History

Peterson Wealth Management

$156 Million
Q3 2024

A detailed history of Peterson Wealth Management transactions in Technology Sector Spdr stock. As of the latest transaction made, Peterson Wealth Management holds 26,581 shares of XLK stock, worth $6.31 Million. This represents 3.84% of its overall portfolio holdings.

Number of Shares

26,581

Previous 24,595 8.07%

Holding current value

$6.31 Million

Previous $5.56 Million 7.84%

% of portfolio

3.84%

Previous 3.45%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$197.34 - $237.68 $391,917 - $472,032	1,986 Added 8.07%	26,581 $6 Million
Q2 2024 Aug 05, 2024	BUY	$192.53 - $231.41 $454,755 - $546,590	2,362 Added 10.62%	24,595 $5.56 Million
Q1 2024 May 15, 2024	BUY	$184.12 - $211.02 $123,176 - $141,172	669 Added 3.1%	22,233 $4.63 Million
Q4 2023 Feb 22, 2024	SELL	$160.19 - $193.07 $372,281 - $448,694	-2,324 Reduced 9.73%	21,564 $4.15 Million
Q3 2023 Nov 14, 2023	BUY	$161.97 - $180.26 $650,795 - $724,284	4,018 Added 20.22%	23,888 $3.92 Million
Q2 2023 Aug 17, 2023	BUY	$143.97 - $174.63 $133,604 - $162,056	928 Added 4.9%	19,870 $3.45 Million
Q1 2023 Aug 17, 2023	SELL	$121.18 - $151.01 $18,782 - $23,406	-155 Reduced 0.81%	18,942 $2.86 Million
Q4 2022 Feb 07, 2023	SELL	$116.56 - $136.15 $43,593 - $50,920	-374 Reduced 1.92%	19,097 $2.38 Million
Q3 2022 Oct 13, 2022	BUY	$118.78 - $151.56 $1.82 Million - $2.32 Million	15,321 Added 369.18%	19,471 $2.31 Million
Q2 2022 Aug 03, 2022	SELL	$123.49 - $161.47 $2.03 Million - $2.66 Million	-16,471 Reduced 79.87%	4,150 $528,000
Q1 2022 Apr 26, 2022	SELL	$141.39 - $175.52 $1.96 Million - $2.43 Million	-13,869 Reduced 40.21%	20,621 $3.28 Million
Q4 2021 Feb 09, 2022	BUY	$148.06 - $176.65 $189,368 - $225,935	1,279 Added 3.85%	34,490 $6 Million
Q3 2021 Nov 12, 2021	BUY	$147.91 - $159.7 $146,135 - $157,783	988 Added 3.07%	33,211 $4.96 Million
Q2 2021 Aug 03, 2021	SELL	$131.31 - $147.82 $2.07 Million - $2.33 Million	-15,750 Reduced 32.83%	32,223 $4.76 Million
Q1 2021 Apr 19, 2021	SELL	$125.83 - $138.59 $1.37 Million - $1.51 Million	-10,900 Reduced 18.51%	47,973 $6.37 Million
Q4 2020 Mar 10, 2021	BUY	$110.86 - $130.52 $195,667 - $230,367	1,765 Added 3.09%	58,873 $7.66 Million
Q3 2020 Nov 03, 2020	SELL	$104.66 - $127.03 $477,144 - $579,129	-4,559 Reduced 7.39%	57,108 $6.66 Million
Q2 2020 Jul 22, 2020	BUY	$76.54 - $104.63 $354,686 - $484,855	4,634 Added 8.13%	61,667 $6.44 Million
Q1 2020 Apr 23, 2020	SELL	$70.4 - $102.79 $1.39 Million - $2.03 Million	-19,744 Reduced 25.72%	57,033 $4.58 Million
Q4 2019 Jan 17, 2020	BUY	$78.28 - $91.92 $6.01 Million - $7.06 Million	76,777 New	76,777 $7.3 Million

Others Institutions Holding XLK

# of Institutions

2,242

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 Peterson Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Peterson Wealth Management with notifications on news.

Account

Peterson Wealth Management Technology Sector Spdr Transaction History