Svb Wealth LLC Technology Sector Spdr Transaction History

Svb Wealth LLC

$5.3 Billion
Q4 2024

A detailed history of Svb Wealth LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Svb Wealth LLC holds 29,286 shares of XLK stock, worth $6.4 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

29,286

Holding current value

$6.4 Million

% of portfolio

0.13%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$220.26 - $241.44 $6.45 Million - $7.07 Million	29,286 New	29,286 $6.81 Million
Q2 2024 Aug 06, 2024	BUY	$192.53 - $231.41 $275,317 - $330,916	1,430 Added 4.81%	31,146 $7.05 Million
Q1 2024 May 15, 2024	SELL	$184.12 - $211.02 $664,120 - $761,149	-3,607 Reduced 10.82%	29,716 $6.19 Million
Q4 2023 Jan 30, 2024	BUY	$160.19 - $193.07 $143,209 - $172,604	894 Added 2.76%	33,323 $6.41 Million
Q3 2023 Oct 23, 2023	SELL	$161.97 - $180.26 $30,774 - $34,249	-190 Reduced 0.58%	32,429 $5.32 Million
Q2 2023 Jul 24, 2023	SELL	$143.97 - $174.63 $840,208 - $1.02 Million	-5,836 Reduced 15.18%	32,619 $5.67 Million
Q1 2023 May 12, 2023	SELL	$121.18 - $151.01 $810,936 - $1.01 Million	-6,692 Reduced 14.82%	38,455 $5.81 Million
Q4 2022 Feb 10, 2023	SELL	$116.56 - $136.15 $139,172 - $162,563	-1,194 Reduced 2.58%	45,147 $5.62 Million
Q3 2022 Nov 09, 2022	BUY	$118.78 - $151.56 $104,763 - $133,675	882 Added 1.94%	46,341 $5.5 Million
Q2 2022 Aug 16, 2022	SELL	$123.49 - $161.47 $4,322 - $5,651	-35 Reduced 0.08%	45,459 $5.78 Million
Q1 2022 May 13, 2022	BUY	$141.39 - $175.52 $778,776 - $966,764	5,508 Added 13.77%	45,494 $7.23 Million
Q4 2021 Feb 15, 2022	BUY	$148.06 - $176.65 $391,766 - $467,415	2,646 Added 7.09%	39,986 $6.95 Million
Q3 2021 Nov 09, 2021	BUY	$147.91 - $159.7 $201,749 - $217,830	1,364 Added 3.79%	37,340 $5.58 Million
Q2 2021 Aug 13, 2021	SELL	$131.31 - $147.82 $74,452 - $83,813	-567 Reduced 1.55%	35,976 $5.31 Million
Q1 2021 May 11, 2021	SELL	$125.83 - $138.59 $4.94 Million - $5.44 Million	-39,247 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$110.86 - $130.52 $130,925 - $154,144	1,181 Added 3.1%	39,247 $5.1 Million
Q3 2020 Nov 10, 2020	SELL	$104.66 - $127.03 $95,868 - $116,359	-916 Reduced 2.35%	38,066 $4.44 Million
Q2 2020 Aug 05, 2020	BUY	$76.54 - $104.63 $230,844 - $315,564	3,016 Added 8.39%	38,982 $4.07 Million
Q1 2020 May 11, 2020	BUY	$70.4 - $102.79 $19,571 - $28,575	278 Added 0.78%	35,966 $2.89 Million
Q4 2019 Feb 13, 2020	SELL	$78.28 - $91.92 $688,081 - $807,976	-8,790 Reduced 19.76%	35,688 $3.27 Million
Q3 2019 Nov 01, 2019	SELL	$79.69 - $81.76 $79 - $81	-1 Reduced -0.0%	44,478 $3.58 Million
Q2 2019 Jul 10, 2019	BUY	N/A	44,479 New	44,479 $3.47 Million

Others Institutions Holding XLK

# of Institutions

2,412

Shares Held

182M

Call Options Held

13.7M

Put Options Held

18M

Bank Of America Corp Charlotte, NC

12.5M
Shares

$2.73 Billion
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

11M
Shares

$2.4 Billion
0.59% of portfolio
Morgan Stanley New York, NY

9.86M
Shares

$2.16 Billion
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

7.47M
Shares

$1.63 Billion
0.73% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.74M
Shares

$1.25 Billion
0.36% of portfolio

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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