Precedent Wealth Partners, LLC Technology Sector Spdr Transaction History

Precedent Wealth Partners, LLC

  • $408 Billion
  • Q2 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 920 shares of XLK stock, worth $244,646. This represents 0.06% of its overall portfolio holdings.

Number of Shares
920
Previous 1,840 50.0%
Holding current value
$244,646
Previous $380 Million 38.68%
% of portfolio
0.06%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,469
Shares Held
282M
Call Options Held
9.05M
Put Options Held
14.8M
View Full List

About TECHNOLOGY SECTOR SPDR

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