Peterson Wealth Services Technology Sector Spdr Transaction History

Peterson Wealth Services

  • $321 Million
  • Q1 2025

A detailed history of Peterson Wealth Services transactions in Technology Sector Spdr stock. As of the latest transaction made, Peterson Wealth Services holds 524 shares of XLK stock, worth $110,024. This represents 0.03% of its overall portfolio holdings.

Number of Shares
524
Previous 430 21.86%
Holding current value
$110,024
Previous $99,000 9.09%
% of portfolio
0.03%
Previous 0.03%

Shares

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

May 05, 2025
BUY
$206.38 - $242.18 $19,399 - $22,764
94 Added 21.86%
524 $108,000
Q4 2024

Jan 29, 2025
BUY
$220.26 - $241.44 $220 - $241
1 Added 0.23%
430 $99,000
Q3 2024

Nov 06, 2024
BUY
$197.34 - $237.68 $84,658 - $101,964
429 New
429 $96,000

Others Institutions Holding XLK

# of Institutions
2,408
Shares Held
179M
Call Options Held
13.7M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Peterson Wealth Services Portfolio

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

News

Stay updated on Peterson Wealth Services with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email