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

Sound View Wealth Advisors Group, LLC

  • $1.2 Billion
  • Q1 2025

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 40,898 shares of XLK stock, worth $10.8 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
40,898
Previous 39,733 2.93%
Holding current value
$10.8 Million
Previous $9.24 Million 8.59%
% of portfolio
0.7%
Previous 0.75%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$206.38 - $242.18 $240,432 - $282,139
1,165 Added 2.93%
40,898 $8.44 Million
Q4 2024

Feb 07, 2025
BUY
$220.26 - $241.44 $664,083 - $727,941
3,015 Added 8.21%
39,733 $9.24 Million
Q3 2024

Nov 12, 2024
BUY
$197.34 - $237.68 $2.3 Million - $2.77 Million
11,638 Added 46.4%
36,718 $8.29 Million
Q2 2024

Aug 05, 2024
BUY
$192.53 - $231.41 $532,730 - $640,311
2,767 Added 12.4%
25,080 $5.67 Million
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
$116.56 - $136.15 $62,359 - $72,840
-535 Reduced 4.74%
10,757 $1.34 Million
Q3 2022

Nov 08, 2022
BUY
$118.78 - $151.56 $50,243 - $64,109
423 Added 3.89%
11,292 $1.34 Million
Q2 2022

Aug 05, 2022
BUY
$123.49 - $161.47 $211,167 - $276,113
1,710 Added 18.67%
10,869 $1.38 Million
Q1 2022

May 11, 2022
BUY
$141.39 - $175.52 $199,925 - $248,185
1,414 Added 18.26%
9,159 $1.46 Million
Q4 2021

Jan 20, 2022
BUY
$148.06 - $176.65 $96,535 - $115,175
652 Added 9.19%
7,745 $1.35 Million
Q3 2021

Oct 21, 2021
BUY
$147.91 - $159.7 $111,376 - $120,254
753 Added 11.88%
7,093 $1.06 Million
Q2 2021

Jul 21, 2021
BUY
$131.31 - $147.82 $309,366 - $348,263
2,356 Added 59.14%
6,340 $936,000
Q1 2021

Apr 28, 2021
BUY
$125.83 - $138.59 $169,870 - $187,096
1,350 Added 51.25%
3,984 $529,000
Q4 2020

Feb 02, 2021
BUY
$110.86 - $130.52 $27,271 - $32,107
246 Added 10.3%
2,634 $342,000
Q3 2020

Nov 09, 2020
BUY
$104.66 - $127.03 $9,628 - $11,686
92 Added 4.01%
2,388 $279,000
Q2 2020

Aug 07, 2020
BUY
$76.54 - $104.63 $175,735 - $240,230
2,296 New
2,296 $240,000
Q1 2020

May 12, 2020
SELL
$70.4 - $102.79 $163,961 - $239,397
-2,329 Closed
0 $0
Q4 2019

Jan 27, 2020
BUY
$78.28 - $91.92 $182,314 - $214,081
2,329 New
2,329 $213,000

Others Institutions Holding XLK

# of Institutions
2,460
Shares Held
279M
Call Options Held
9.08M
Put Options Held
14.7M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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