Sea Crest Wealth Management, LLC Technology Sector Spdr Transaction History

Sea Crest Wealth Management, LLC

  • $801 Million
  • Q1 2024

A detailed history of Sea Crest Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 8,011 shares of XLK stock, worth $1.84 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
8,011
Previous 7,795 2.77%
Holding current value
$1.84 Million
Previous $1.5 Million 11.2%
% of portfolio
0.21%
Previous 0.18%

Shares

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

Apr 18, 2024
BUY
$184.12 - $211.02 $39,769 - $45,580
216 Added 2.77%
8,011 $1.67 Million
Q4 2023

Jan 18, 2024
BUY
$160.19 - $193.07 $101,240 - $122,020
632 Added 8.82%
7,795 $1.5 Million
Q3 2023

Oct 12, 2023
BUY
$161.97 - $180.26 $28,182 - $31,365
174 Added 2.49%
7,163 $1.17 Million
Q2 2023

Jul 14, 2023
BUY
$143.97 - $174.63 $55,284 - $67,057
384 Added 5.81%
6,989 $1.22 Million
Q1 2023

May 11, 2023
SELL
$121.18 - $151.01 $13,935 - $17,366
-115 Reduced 1.71%
6,605 $997,000
Q4 2022

Feb 14, 2023
BUY
$119.89 - $136.15 $35,247 - $40,028
294 Added 4.58%
6,720 $836,000
Q3 2022

Nov 14, 2022
SELL
N/A
-1,259 Reduced 16.38%
6,426 $763,000
Q2 2022

Aug 09, 2022
SELL
N/A
-741 Reduced 8.79%
7,685 $977,000
Q1 2022

May 16, 2022
BUY
N/A
749 Added 9.76%
8,426 $1.34 Million
Q4 2021

Feb 11, 2022
BUY
N/A
220 Added 2.95%
7,677 $1.34 Million
Q3 2021

Nov 16, 2021
BUY
N/A
564 Added 8.18%
7,457 $1.11 Million
Q2 2021

Aug 12, 2021
SELL
N/A
-537 Reduced 7.23%
6,893 $1.02 Million
Q1 2021

May 17, 2021
BUY
N/A
686 Added 10.17%
7,430 $987,000
Q4 2020

Feb 09, 2021
SELL
N/A
-1,323 Reduced 16.4%
6,744 $877,000
Q3 2020

Nov 12, 2020
BUY
N/A
43 Added 0.54%
8,067 $941,000
Q2 2020

Jul 27, 2020
BUY
N/A
3,736 Added 87.13%
8,024 $838,000
Q1 2020

May 13, 2020
BUY
N/A
1,842 Added 75.31%
4,288 $345,000
Q4 2019

Jan 22, 2020
BUY
N/A
2,446 New
2,446 $224,000
Q2 2019

Jul 19, 2019
SELL
N/A
-2,560 Closed
0 $0
Q1 2019

May 10, 2019
SELL
N/A
-53 Reduced 2.03%
2,560 $189,000
Q4 2018

Feb 13, 2019
BUY
N/A
34 Added 1.32%
2,613 $162,000
Q3 2018

Nov 14, 2018
BUY
N/A
51 Added 2.02%
2,579 $194,000
Q2 2018

Aug 03, 2018
BUY
N/A
306 Added 13.77%
2,528 $176,000
Q1 2018

Apr 20, 2018
SELL
N/A
-278 Reduced 11.12%
2,222 $145,000
Q4 2017

Feb 02, 2018
BUY
N/A
2,500
2,500 $160,000

Others Institutions Holding XLK

# of Institutions
2,109
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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