Principle Wealth Partners LLC Technology Sector Spdr Transaction History

Principle Wealth Partners LLC

$1.35 Billion
Q4 2024

A detailed history of Principle Wealth Partners LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Principle Wealth Partners LLC holds 8,529 shares of XLK stock, worth $1.95 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

8,529

Previous 8,473 0.66%

Holding current value

$1.95 Million

Previous $1.91 Million 3.71%

% of portfolio

0.15%

Previous 0.14%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$220.26 - $241.44 $12,334 - $13,520	56 Added 0.66%	8,529 $1.98 Million
Q2 2024 Aug 13, 2024	SELL	$192.53 - $231.41 $7,701 - $9,256	-40 Reduced 0.47%	8,473 $1.92 Million
Q1 2024 Apr 23, 2024	BUY	$184.12 - $211.02 $9,206 - $10,551	50 Added 0.59%	8,513 $1.77 Million
Q4 2023 Feb 05, 2024	BUY	$160.19 - $193.07 $57,027 - $68,732	356 Added 4.39%	8,463 $1.63 Million
Q3 2023 Nov 01, 2023	BUY	$161.97 - $180.26 $161 - $180	1 Added 0.01%	8,107 $1.33 Million
Q2 2023 Jul 31, 2023	SELL	$143.97 - $174.63 $143 - $174	-1 Reduced 0.01%	8,106 $1.41 Million
Q4 2022 Feb 02, 2023	BUY	$116.56 - $136.15 $96,162 - $112,323	825 Added 11.33%	8,107 $1.01 Million
Q3 2022 Nov 14, 2022	SELL	$118.78 - $151.56 $26,725 - $34,101	-225 Reduced 3.0%	7,282 $865,000
Q1 2022 May 12, 2022	SELL	$141.39 - $175.52 $84,551 - $104,960	-598 Reduced 7.38%	7,507 $1.19 Million
Q4 2021 Feb 11, 2022	SELL	$148.06 - $176.65 $457,505 - $545,848	-3,090 Reduced 27.6%	8,105 $1.41 Million
Q3 2021 Nov 16, 2021	SELL	$147.91 - $159.7 $46,591 - $50,305	-315 Reduced 2.74%	11,195 $1.67 Million
Q2 2021 Aug 13, 2021	SELL	$131.31 - $147.82 $68,806 - $77,457	-524 Reduced 4.35%	11,510 $1.7 Million
Q1 2021 May 18, 2021	SELL	$125.83 - $138.59 $24,662 - $27,163	-196 Reduced 1.6%	12,034 $1.6 Million
Q4 2020 Feb 16, 2021	BUY	$110.86 - $130.52 $1.36 Million - $1.6 Million	12,230 New	12,230 $1.59 Million
Q3 2020 Nov 16, 2020	SELL	$104.66 - $127.03 $21,978 - $26,676	-210 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$76.54 - $104.63 $16,073 - $21,972	210 New	210 $22,000

Others Institutions Holding XLK

# of Institutions

2,401

Shares Held

182M

Call Options Held

13.7M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Principle Wealth Partners LLC Technology Sector Spdr Transaction History