Stone Point Wealth LLC Technology Sector Spdr Transaction History

Stone Point Wealth LLC

  • $305 Million
  • Q3 2024

A detailed history of Stone Point Wealth LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Stone Point Wealth LLC holds 1,973 shares of XLK stock, worth $460,892. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,973
Previous 2,023 2.47%
Holding current value
$460,892
Previous $457,000 2.63%
% of portfolio
0.15%
Previous 0.17%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$197.34 - $237.68 $9,867 - $11,884
-50 Reduced 2.47%
1,973 $445,000
Q2 2024

Jul 30, 2024
SELL
$192.53 - $231.41 $20,408 - $24,529
-106 Reduced 4.98%
2,023 $457,000
Q1 2024

May 01, 2024
SELL
$184.12 - $211.02 $14,361 - $16,459
-78 Reduced 3.53%
2,129 $443,000
Q4 2023

Jan 26, 2024
SELL
$160.19 - $193.07 $6,407 - $7,722
-40 Reduced 1.78%
2,207 $424,000
Q3 2023

Oct 25, 2023
SELL
$161.97 - $180.26 $8,908 - $9,914
-55 Reduced 2.39%
2,247 $368,000
Q2 2023

Jul 25, 2023
SELL
$143.97 - $174.63 $4,751 - $5,762
-33 Reduced 1.41%
2,302 $400,000
Q1 2023

Apr 20, 2023
SELL
$121.18 - $151.01 $15,147 - $18,876
-125 Reduced 5.08%
2,335 $352,000
Q4 2022

Jan 20, 2023
BUY
$116.56 - $136.15 $65,856 - $76,924
565 Added 29.82%
2,460 $0
Q3 2022

Nov 03, 2022
SELL
$118.78 - $151.56 $28,863 - $36,829
-243 Reduced 11.37%
1,895 $225,000
Q2 2022

Jul 19, 2022
SELL
$123.49 - $161.47 $18,523 - $24,220
-150 Reduced 6.56%
2,138 $272,000
Q1 2022

Apr 29, 2022
SELL
$141.39 - $175.52 $114,525 - $142,171
-810 Reduced 26.15%
2,288 $367,000
Q4 2021

Feb 10, 2022
BUY
$148.06 - $176.65 $458,689 - $547,261
3,098 New
3,098 $539,000

Others Institutions Holding XLK

# of Institutions
2,240
Shares Held
168M
Call Options Held
14.8M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

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