Sugarloaf Wealth Management, LLC Technology Sector Spdr Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,352 shares of XLK stock, worth $316,624. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,352
Previous 1,350 0.15%
Holding current value
$316,624
Previous $304,000 3.29%
% of portfolio
0.07%
Previous 0.06%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$220.26 - $241.44 $440 - $482
2 Added 0.15%
1,352 $314,000
Q3 2024

Oct 08, 2024
BUY
$197.34 - $237.68 $394 - $475
2 Added 0.15%
1,350 $304,000
Q2 2024

Jul 08, 2024
BUY
$192.53 - $231.41 $15,787 - $18,975
82 Added 6.48%
1,348 $304,000
Q1 2024

Apr 23, 2024
BUY
$184.12 - $211.02 $368 - $422
2 Added 0.16%
1,266 $263,000
Q4 2023

Jan 10, 2024
BUY
$160.19 - $193.07 $320 - $386
2 Added 0.16%
1,264 $243,000
Q3 2023

Nov 13, 2023
BUY
$161.97 - $180.26 $323 - $360
2 Added 0.16%
1,262 $206,000
Q2 2023

Jul 13, 2023
BUY
$143.97 - $174.63 $137,059 - $166,247
952 Added 309.09%
1,260 $219,000
Q2 2022

Jul 12, 2022
BUY
$123.49 - $161.47 $7,409 - $9,688
60 Added 24.19%
308 $39,000
Q1 2022

Apr 25, 2022
SELL
$141.39 - $175.52 $10,180 - $12,637
-72 Reduced 22.5%
248 $39,000
Q4 2021

Jan 20, 2022
SELL
$148.06 - $176.65 $111,045 - $132,487
-750 Reduced 70.09%
320 $56,000
Q3 2021

Oct 20, 2021
BUY
$147.91 - $159.7 $77,652 - $83,842
525 Added 96.33%
1,070 $160,000
Q2 2021

Jul 20, 2021
BUY
$131.31 - $147.82 $32,039 - $36,068
244 Added 81.06%
545 $80,000
Q1 2021

Apr 19, 2021
SELL
$125.83 - $138.59 $22,397 - $24,669
-178 Reduced 37.16%
301 $72,000
Q4 2020

Feb 03, 2021
SELL
$110.86 - $130.52 $101,658 - $119,686
-917 Reduced 65.69%
479 $62,000
Q3 2020

Nov 03, 2020
BUY
$104.66 - $127.03 $97,019 - $117,756
927 Added 197.65%
1,396 $163,000
Q4 2019

Jan 29, 2020
BUY
$78.28 - $91.92 $36,713 - $43,110
469 New
469 $43,000

Others Institutions Holding XLK

# of Institutions
2,316
Shares Held
172M
Call Options Held
14.8M
Put Options Held
17.8M
View Full List

About TECHNOLOGY SECTOR SPDR

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