Phillips Wealth Planners LLC Technology Sector Spdr Transaction History

Phillips Wealth Planners LLC

$100 Billion
Q4 2024

A detailed history of Phillips Wealth Planners LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 6,616 shares of XLK stock, worth $1.53 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares

6,616

Previous 6,464 2.35%

Holding current value

$1.53 Million

Previous $1.48 Billion 2.08%

% of portfolio

1.51%

Previous 1.42%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$220.26 - $241.44 $33,479 - $36,698	152 Added 2.35%	6,616 $1.51 Billion
Q3 2024 Oct 28, 2024	SELL	$197.34 - $237.68 $135,967 - $163,761	-689 Reduced 9.63%	6,464 $1.48 Billion
Q2 2024 Aug 02, 2024	BUY	$192.53 - $231.41 $2,502 - $3,008	13 Added 0.18%	7,153 $1.7 Billion
Q1 2024 Apr 29, 2024	SELL	$184.12 - $211.02 $84,326 - $96,647	-458 Reduced 6.03%	7,140 $1.44 Billion
Q4 2023 Feb 12, 2024	SELL	$160.19 - $193.07 $480 - $579	-3 Reduced 0.04%	7,598 $1.49 Billion
Q3 2023 Oct 30, 2023	SELL	$161.97 - $180.26 $43,084 - $47,949	-266 Reduced 3.38%	7,601 $1.27 Billion
Q2 2023 Jul 26, 2023	SELL	$143.97 - $174.63 $206,596 - $250,594	-1,435 Reduced 15.43%	7,867 $1.37 Billion
Q1 2023 May 15, 2023	BUY	$121.18 - $151.01 $3,150 - $3,926	26 Added 0.28%	9,302 $1.4 Billion
Q4 2022 Feb 14, 2023	BUY	$116.56 - $136.15 $1.08 Million - $1.26 Million	9,276 New	9,276 $1.32 Billion

Others Institutions Holding XLK

# of Institutions

2,299

Shares Held

172M

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

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Phillips Wealth Planners LLC Technology Sector Spdr Transaction History