A detailed history of Sky Oak Wealth, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 37,510 shares of XLK stock, worth $8.49 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares
37,510
Previous 37,674 0.44%
Holding current value
$8.49 Million
Previous $7.25 Million 7.74%
% of portfolio
1.87%
Previous 1.89%

Shares

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

Apr 29, 2024

SELL
$184.12 - $211.02 $30,195 - $34,607
-164 Reduced 0.44%
37,510 $7.81 Million
Q4 2023

Jan 12, 2024

SELL
$160.19 - $193.07 $318,938 - $384,402
-1,991 Reduced 5.02%
37,674 $7.25 Million
Q3 2023

Oct 24, 2023

SELL
$161.97 - $180.26 $21,865 - $24,335
-135 Reduced 0.34%
39,665 $6.5 Million
Q2 2023

Jul 20, 2023

BUY
$143.97 - $174.63 $118,631 - $143,895
824 Added 2.11%
39,800 $6.92 Million
Q1 2023

May 02, 2023

SELL
$121.18 - $151.01 $4,604 - $5,738
-38 Reduced 0.1%
38,976 $5.89 Million
Q4 2022

Jan 26, 2023

BUY
$119.89 - $136.15 $289,894 - $329,210
2,418 Added 6.61%
39,014 $0
Q3 2022

Oct 25, 2022

BUY
N/A
56 Added 0.15%
36,596 $4.35 Million
Q2 2022

Jul 26, 2022

SELL
N/A
-1,182 Reduced 3.13%
36,540 $4.65 Million
Q1 2022

Apr 18, 2022

SELL
N/A
-18,010 Reduced 32.32%
37,722 $6 Million
Q4 2021

Jan 24, 2022

BUY
N/A
2,252 Added 4.21%
55,732 $9.69 Million
Q3 2021

Oct 21, 2021

BUY
N/A
995 Added 1.9%
53,480 $7.99 Million
Q2 2021

Jul 19, 2021

BUY
N/A
876 Added 1.7%
52,485 $7.75 Million
Q1 2021

Apr 29, 2021

SELL
N/A
-413 Reduced 0.79%
51,609 $7.32 Million
Q4 2020

Feb 02, 2021

SELL
N/A
-91 Reduced 0.17%
52,022 $6.76 Million
Q3 2020

Nov 03, 2020

SELL
N/A
-29,850 Reduced 36.42%
52,113 $6.08 Million
Q2 2020

Aug 10, 2020

BUY
N/A
2,971 Added 3.76%
81,963 $8.56 Million
Q1 2020

May 04, 2020

SELL
N/A
-7,454 Reduced 8.62%
78,992 $6.35 Million
Q4 2019

Feb 04, 2020

BUY
N/A
86,446 New
86,446 $7.92 Million

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Sky Oak Wealth, LLC Portfolio

Follow Sky Oak Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sky Oak Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sky Oak Wealth, LLC with notifications on news.