Roberts Wealth Advisors, LLC Technology Sector Spdr Transaction History

Roberts Wealth Advisors, LLC

$299 Million
Q1 2025

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 13,460 shares of XLK stock, worth $2.83 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

13,460

Previous 13,601 1.04%

Holding current value

$2.83 Million

Previous $3.16 Million 12.11%

% of portfolio

0.93%

Previous 1.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$206.38 - $242.18 $29,099 - $34,147	-141 Reduced 1.04%	13,460 $2.78 Million
Q4 2024 Jan 16, 2025	SELL	$220.26 - $241.44 $546,685 - $599,254	-2,482 Reduced 15.43%	13,601 $3.16 Million
Q3 2024 Oct 15, 2024	SELL	$197.34 - $237.68 $127,481 - $153,541	-646 Reduced 3.86%	16,083 $3.63 Million
Q2 2024 Aug 13, 2024	SELL	$192.53 - $231.41 $49,480 - $59,472	-257 Reduced 1.51%	16,729 $3.78 Million
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	$116.56 - $136.15 $206,777 - $241,530	1,774 Added 10.16%	19,231 $0
Q3 2022 Oct 13, 2022	BUY	$118.78 - $151.56 $48,937 - $62,442	412 Added 2.42%	17,457 $2.2 Million
Q2 2022 Jul 11, 2022	BUY	$123.49 - $161.47 $61,991 - $81,057	502 Added 3.03%	17,045 $2.27 Million
Q1 2022 Apr 12, 2022	BUY	$141.39 - $175.52 $15,694 - $19,482	111 Added 0.68%	16,543 $2.62 Million
Q4 2021 Jan 12, 2022	BUY	$148.06 - $176.65 $52,265 - $62,357	353 Added 2.2%	16,432 $2.88 Million
Q3 2021 Oct 12, 2021	BUY	$147.91 - $159.7 $2.38 Million - $2.57 Million	16,079 New	16,079 $2.4 Million

Others Institutions Holding XLK

# of Institutions

2,409

Shares Held

185M

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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Roberts Wealth Advisors, LLC Technology Sector Spdr Transaction History