Roberts Wealth Advisors, LLC Technology Sector Spdr Transaction History

Roberts Wealth Advisors, LLC

  • $261 Million
  • Q1 2024

A detailed history of Roberts Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 16,986 shares of XLK stock, worth $3.84 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
16,986
Previous 17,413 2.45%
Holding current value
$3.84 Million
Previous $10 Million 64.67%
% of portfolio
1.36%
Previous 1.56%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
SELL
$184.12 - $211.02 $78,619 - $90,105
-427 Reduced 2.45%
16,986 $3.54 Million
Q4 2023

Jan 17, 2024
SELL
$160.19 - $193.07 $70,483 - $84,950
-440 Reduced 2.46%
17,413 $10 Million
Q3 2023

Oct 17, 2023
SELL
$161.97 - $180.26 $170,392 - $189,633
-1,052 Reduced 5.56%
17,853 $2.93 Million
Q2 2023

Jul 12, 2023
SELL
$143.97 - $174.63 $66,514 - $80,679
-462 Reduced 2.39%
18,905 $3.29 Million
Q1 2023

Apr 11, 2023
BUY
$121.18 - $151.01 $16,480 - $20,537
136 Added 0.71%
19,367 $2.92 Million
Q4 2022

Jan 10, 2023
BUY
$119.89 - $136.15 $212,684 - $241,530
1,774 Added 10.16%
19,231 $0
Q3 2022

Oct 13, 2022
BUY
N/A
412 Added 2.42%
17,457 $2.2 Million
Q2 2022

Jul 11, 2022
BUY
N/A
502 Added 3.03%
17,045 $2.27 Million
Q1 2022

Apr 12, 2022
BUY
N/A
111 Added 0.68%
16,543 $2.62 Million
Q4 2021

Jan 12, 2022
BUY
N/A
353 Added 2.2%
16,432 $2.88 Million
Q3 2021

Oct 12, 2021
BUY
N/A
16,079 New
16,079 $2.4 Million

Others Institutions Holding XLK

# of Institutions
2,106
Shares Held
175M
Call Options Held
8.51M
Put Options Held
11.8M
View Full List

About TECHNOLOGY SECTOR SPDR

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