Sound View Wealth Advisors Group, LLC Technology Sector Spdr Transaction History

Sound View Wealth Advisors Group, LLC

$933 Million
Q1 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 22,313 shares of XLK stock, worth $5.18 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

22,313

Previous 26,220 14.9%

Holding current value

$5.18 Million

Previous $5.05 Million 7.91%

% of portfolio

0.5%

Previous 0.56%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$184.12 - $211.02 $719,356 - $824,455	-3,907 Reduced 14.9%	22,313 $4.65 Million
Q4 2023 Feb 08, 2024	BUY	$160.19 - $193.07 $179,092 - $215,852	1,118 Added 4.45%	26,220 $5.05 Million
Q3 2023 Nov 07, 2023	BUY	$161.97 - $180.26 $1 Million - $1.12 Million	6,187 Added 32.71%	25,102 $4.11 Million
Q2 2023 Aug 08, 2023	BUY	$143.97 - $174.63 $262,025 - $317,826	1,820 Added 10.65%	18,915 $3.29 Million
Q1 2023 May 12, 2023	BUY	$121.18 - $151.01 $768,038 - $957,101	6,338 Added 58.92%	17,095 $2.58 Million

Q4 2022 Feb 08, 2023	SELL	$119.89 - $136.15 $64,141 - $72,840	-535 Reduced 4.74%	10,757 $1.34 Million
Q3 2022 Nov 08, 2022	BUY	N/A	423 Added 3.89%	11,292 $1.34 Million
Q2 2022 Aug 05, 2022	BUY	N/A	1,710 Added 18.67%	10,869 $1.38 Million
Q1 2022 May 11, 2022	BUY	N/A	1,414 Added 18.26%	9,159 $1.46 Million
Q4 2021 Jan 20, 2022	BUY	N/A	652 Added 9.19%	7,745 $1.35 Million
Q3 2021 Oct 21, 2021	BUY	N/A	753 Added 11.88%	7,093 $1.06 Million
Q2 2021 Jul 21, 2021	BUY	N/A	2,356 Added 59.14%	6,340 $936,000
Q1 2021 Apr 28, 2021	BUY	N/A	1,350 Added 51.25%	3,984 $529,000
Q4 2020 Feb 02, 2021	BUY	N/A	246 Added 10.3%	2,634 $342,000
Q3 2020 Nov 09, 2020	BUY	N/A	92 Added 4.01%	2,388 $279,000
Q2 2020 Aug 07, 2020	BUY	N/A	2,296 New	2,296 $240,000
Q1 2020 May 12, 2020	SELL	N/A	-2,329 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	N/A	2,329 New	2,329 $213,000

Others Institutions Holding XLK

# of Institutions

2,111

Shares Held

175M

Call Options Held

8.51M

Put Options Held

11.8M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Account

Sound View Wealth Advisors Group, LLC Technology Sector Spdr Transaction History