Selective Wealth Management, Inc. Technology Sector Spdr Transaction History

Selective Wealth Management, Inc.

$240 Million
Q1 2025

A detailed history of Selective Wealth Management, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 5,541 shares of XLK stock, worth $1.28 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

5,541

Previous 5,541 -0.0%

Holding current value

$1.28 Million

Previous $1.29 Million 11.26%

% of portfolio

0.48%

Previous 0.52%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$197.34 - $237.68 $6,906 - $8,318	-35 Reduced 0.63%	5,541 $1.25 Million
Q2 2024 Jul 10, 2024	BUY	$192.53 - $231.41 $1,925 - $2,314	10 Added 0.18%	5,576 $1.26 Million
Q1 2024 Apr 11, 2024	BUY	$184.12 - $211.02 $1.02 Million - $1.17 Million	5,566 New	5,566 $1.16 Million
Q2 2023 Jul 11, 2023	BUY	$143.97 - $174.63 $194,935 - $236,449	1,354 New	1,354 $235,000
Q3 2022 Oct 21, 2022	BUY	$118.78 - $151.56 $4,869 - $6,213	41 Added 3.52%	1,206 $143,000
Q2 2022 Jul 28, 2022	SELL	$123.49 - $161.47 $100,150 - $130,952	-811 Reduced 41.04%	1,165 $148,000
Q3 2021 Oct 27, 2021	BUY	$147.91 - $159.7 $236,656 - $255,519	1,600 Added 425.53%	1,976 $295,000
Q2 2021 Aug 04, 2021	SELL	$131.31 - $147.82 $1,313 - $1,478	-10 Reduced 2.59%	376 $0
Q1 2021 Apr 09, 2021	BUY	$125.83 - $138.59 $13,967 - $15,383	111 Added 40.36%	386 $51,000
Q4 2020 Jan 22, 2021	BUY	$110.86 - $130.52 $30,486 - $35,893	275 New	275 $36,000

Others Institutions Holding XLK

# of Institutions

2,407

Shares Held

177M

Call Options Held

9.73M

Put Options Held

15.2M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Selective Wealth Management, Inc. Technology Sector Spdr Transaction History