Soa Wealth Advisors, Llc. Technology Sector Spdr Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 2,300 shares of XLK stock, worth $531,093. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,300

Previous 2,393 3.89%

Holding current value

$531,093

Previous $556,000 14.75%

% of portfolio

0.06%

Previous 0.1%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$206.38 - $242.18 $19,193 - $22,522	-93 Reduced 3.89%	2,300 $474,000
Q4 2024 Jan 28, 2025	BUY	$220.26 - $241.44 $3,083 - $3,380	14 Added 0.59%	2,393 $556,000
Q3 2024 Oct 08, 2024	BUY	$197.34 - $237.68 $592 - $713	3 Added 0.13%	2,379 $537,000
Q2 2024 Jul 17, 2024	BUY	$192.53 - $231.41 $577 - $694	3 Added 0.13%	2,376 $537,000
Q1 2024 Apr 10, 2024	BUY	$184.12 - $211.02 $552 - $633	3 Added 0.13%	2,373 $494,000
Q4 2023 Jan 10, 2024	BUY	$160.19 - $193.07 $480 - $579	3 Added 0.13%	2,370 $456,000
Q3 2023 Oct 10, 2023	SELL	$161.97 - $180.26 $7,288 - $8,111	-45 Reduced 1.87%	2,367 $388,000
Q2 2023 Jul 07, 2023	BUY	$143.97 - $174.63 $575 - $698	4 Added 0.17%	2,412 $419,000
Q1 2023 Apr 28, 2023	BUY	$121.18 - $151.01 $121 - $151	1 Added 0.04%	2,408 $363,000
Q4 2022 Jan 10, 2023	BUY	$116.56 - $136.15 $582 - $680	5 Added 0.21%	2,407 $0
Q3 2022 Oct 07, 2022	BUY	$118.78 - $151.56 $65,329 - $83,358	550 Added 29.7%	2,402 $285,000
Q2 2022 Jul 13, 2022	BUY	$123.49 - $161.47 $35,194 - $46,018	285 Added 18.19%	1,852 $235,000
Q1 2022 Apr 07, 2022	BUY	$141.39 - $175.52 $84,268 - $104,609	596 Added 61.38%	1,567 $249,000
Q3 2021 Oct 12, 2021	BUY	$147.91 - $159.7 $147 - $159	1 Added 0.1%	971 $145,000
Q2 2021 Jul 14, 2021	BUY	$131.31 - $147.82 $35,585 - $40,059	271 Added 38.77%	970 $143,000
Q4 2020 Mar 10, 2021	BUY	$110.86 - $130.52 $77,491 - $91,233	699 New	699 $95,000

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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Soa Wealth Advisors, Llc. Technology Sector Spdr Transaction History