Precedent Wealth Partners, LLC Technology Sector Spdr Transaction History

Precedent Wealth Partners, LLC

  • $454 Billion
  • Q3 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 940 shares of XLK stock, worth $267,599. This represents 0.06% of its overall portfolio holdings.

Number of Shares
940
Previous 920 2.17%
Holding current value
$267,599
Previous $233 Million 13.73%
% of portfolio
0.06%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$250.97 - $282.66 $5,019 - $5,653
20 Added 2.17%
940 $265 Million
Q2 2025

Jul 21, 2025
SELL
$179.73 - $253.23 $165,351 - $232,971
-920 Reduced 50.0%
920 $233 Million
Q4 2023

Jan 18, 2024
BUY
$160.19 - $193.07 $294,749 - $355,248
1,840 New
1,840 $354 Million

Others Institutions Holding XLK

# of Institutions
2,518
Shares Held
184M
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
Track This Portfolio

Track Precedent Wealth Partners, LLC Portfolio

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

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email