Regent Peak Wealth Advisors LLC Technology Sector Spdr Transaction History

Regent Peak Wealth Advisors LLC

  • $428 Million
  • Q1 2025

A detailed history of Regent Peak Wealth Advisors LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 3,608 shares of XLK stock, worth $952,728. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,608
Previous 3,605 0.08%
Holding current value
$952,728
Previous $838,000 11.22%
% of portfolio
0.17%
Previous 0.19%

Shares

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

Apr 14, 2025
BUY
$206.38 - $242.18 $619 - $726
3 Added 0.08%
3,608 $744,000
Q4 2024

Jan 07, 2025
BUY
$220.26 - $241.44 $660 - $724
3 Added 0.08%
3,605 $838,000
Q3 2024

Oct 16, 2024
BUY
$197.34 - $237.68 $789 - $950
4 Added 0.11%
3,602 $813,000
Q2 2024

Aug 14, 2024
SELL
$192.53 - $231.41 $24,258 - $29,157
-126 Reduced 3.38%
3,598 $813,000
Q1 2024

May 01, 2024
BUY
$184.12 - $211.02 $25,040 - $28,698
136 Added 3.79%
3,724 $775,000
Q4 2023

Jan 23, 2024
BUY
$160.19 - $193.07 $640 - $772
4 Added 0.11%
3,588 $690,000
Q3 2023

Nov 03, 2023
BUY
$161.97 - $180.26 $971 - $1,081
6 Added 0.17%
3,584 $587,000
Q2 2023

Jul 19, 2023
BUY
$143.97 - $174.63 $863 - $1,047
6 Added 0.17%
3,578 $622,000
Q1 2023

Apr 24, 2023
BUY
$121.18 - $151.01 $727 - $906
6 Added 0.17%
3,572 $539,000
Q4 2022

Feb 08, 2023
SELL
$116.56 - $136.15 $28,673 - $33,492
-246 Reduced 6.45%
3,566 $443,000
Q3 2022

Nov 14, 2022
BUY
$118.78 - $151.56 $30,882 - $39,405
260 Added 7.32%
3,812 $452,000
Q2 2022

Aug 11, 2022
SELL
$123.49 - $161.47 $28,649 - $37,461
-232 Reduced 6.13%
3,552 $451,000
Q1 2022

May 03, 2022
BUY
$141.39 - $175.52 $89,217 - $110,753
631 Added 20.01%
3,784 $601,000
Q4 2021

Feb 11, 2022
BUY
$148.06 - $176.65 $740 - $883
5 Added 0.16%
3,153 $548,000
Q3 2021

Nov 08, 2021
BUY
$147.91 - $159.7 $739 - $798
5 Added 0.16%
3,148 $470,000
Q2 2021

Aug 16, 2021
BUY
$131.31 - $147.82 $656 - $739
5 Added 0.16%
3,143 $482,000
Q1 2021

Apr 28, 2021
BUY
$125.83 - $138.59 $46,053 - $50,723
366 Added 13.2%
3,138 $416,000
Q4 2020

Feb 12, 2021
BUY
$110.86 - $130.52 $776 - $913
7 Added 0.25%
2,772 $360,000
Q3 2020

Nov 04, 2020
BUY
$104.66 - $127.03 $289,384 - $351,237
2,765 New
2,765 $323,000

Others Institutions Holding XLK

# of Institutions
2,460
Shares Held
279M
Call Options Held
9.08M
Put Options Held
14.7M
View Full List

About TECHNOLOGY SECTOR SPDR

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