Sax Wealth Advisors, LLC Technology Sector Spdr Transaction History

Sax Wealth Advisors, LLC

$1.11 Billion
Q3 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 14,077 shares of XLK stock, worth $3.32 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

14,077

Previous 12,944 8.75%

Holding current value

$3.32 Million

Previous $2.93 Million 8.54%

% of portfolio

0.29%

Previous 0.28%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$197.34 - $237.68 $223,586 - $269,291	1,133 Added 8.75%	14,077 $3.18 Million
Q2 2024 Jul 12, 2024	BUY	$192.53 - $231.41 $42,549 - $51,141	221 Added 1.74%	12,944 $2.93 Million
Q1 2024 May 13, 2024	BUY	$184.12 - $211.02 $154,844 - $177,467	841 Added 7.08%	12,723 $2.65 Million
Q4 2023 Feb 14, 2024	BUY	$160.19 - $193.07 $160 - $193	1 Added 0.01%	11,882 $2.29 Million
Q3 2023 Nov 07, 2023	BUY	$161.97 - $180.26 $209,751 - $233,436	1,295 Added 12.23%	11,881 $1.95 Million
Q2 2023 Aug 10, 2023	SELL	$143.97 - $174.63 $230,208 - $279,233	-1,599 Reduced 13.12%	10,586 $1.84 Million
Q1 2023 May 05, 2023	BUY	$121.18 - $151.01 $194,009 - $241,767	1,601 Added 15.13%	12,185 $1.84 Million
Q4 2022 Feb 06, 2023	SELL	$116.56 - $136.15 $111,781 - $130,567	-959 Reduced 8.31%	10,584 $1.32 Million
Q3 2022 Nov 08, 2022	SELL	$118.78 - $151.56 $161,659 - $206,273	-1,361 Reduced 10.55%	11,543 $1.37 Million
Q2 2022 Aug 11, 2022	BUY	$123.49 - $161.47 $168,316 - $220,083	1,363 Added 11.81%	12,904 $1.64 Million
Q1 2022 Apr 20, 2022	BUY	$141.39 - $175.52 $4,524 - $5,616	32 Added 0.28%	11,541 $1.83 Million
Q4 2021 Feb 07, 2022	SELL	$148.06 - $176.65 $6,958 - $8,302	-47 Reduced 0.41%	11,509 $2 Million
Q3 2021 Dec 10, 2021	BUY	$147.91 - $159.7 $1,479 - $1,597	10 Added 0.09%	11,556 $1.73 Million
Q2 2021 Aug 12, 2021	BUY	$131.31 - $147.82 $1,181 - $1,330	9 Added 0.08%	11,546 $1.71 Million
Q1 2021 May 14, 2021	BUY	$125.83 - $138.59 $7,298 - $8,038	58 Added 0.51%	11,537 $1.53 Million
Q4 2020 Feb 16, 2021	BUY	$110.86 - $130.52 $1.27 Million - $1.5 Million	11,479 New	11,479 $1.49 Million

Others Institutions Holding XLK

# of Institutions

2,241

Shares Held

169M

Call Options Held

14.8M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Sax Wealth Advisors, LLC Technology Sector Spdr Transaction History