Taylor & Morgan Wealth Management, LLC Technology Sector Spdr Transaction History

Taylor & Morgan Wealth Management, LLC

$138 Million
Q4 2024

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 2,936 shares of XLK stock, worth $711,040. This represents 0.49% of its overall portfolio holdings.

Number of Shares

2,936

Previous 3,397 13.57%

Holding current value

$711,040

Previous $766,000 10.97%

% of portfolio

0.49%

Previous 0.52%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$220.26 - $241.44 $101,539 - $111,303	-461 Reduced 13.57%	2,936 $682,000
Q3 2024 Oct 24, 2024	BUY	$197.34 - $237.68 $29,798 - $35,889	151 Added 4.65%	3,397 $766,000
Q2 2024 Jul 16, 2024	SELL	$192.53 - $231.41 $1,347 - $1,619	-7 Reduced 0.22%	3,246 $734,000
Q1 2024 Apr 15, 2024	SELL	$184.12 - $211.02 $39,769 - $45,580	-216 Reduced 6.23%	3,253 $677,000
Q4 2023 Jan 10, 2024	SELL	$160.19 - $193.07 $14,737 - $17,762	-92 Reduced 2.58%	3,469 $667,000
Q3 2023 Oct 05, 2023	SELL	$161.97 - $180.26 $7,450 - $8,291	-46 Reduced 1.28%	3,561 $583,000
Q2 2023 Jul 13, 2023	SELL	$143.97 - $174.63 $2,303 - $2,794	-16 Reduced 0.44%	3,607 $627,000
Q1 2023 Apr 06, 2023	SELL	$121.18 - $151.01 $4,120 - $5,134	-34 Reduced 0.93%	3,623 $547,000
Q4 2022 Jan 17, 2023	SELL	$116.56 - $136.15 $23,078 - $26,957	-198 Reduced 5.14%	3,657 $0
Q3 2022 Oct 12, 2022	SELL	$118.78 - $151.56 $38,603 - $49,257	-325 Reduced 7.78%	3,855 $458,000
Q2 2022 Jul 08, 2022	SELL	$123.49 - $161.47 $263,527 - $344,576	-2,134 Reduced 33.8%	4,180 $531,000
Q1 2022 Apr 18, 2022	SELL	$141.39 - $175.52 $378,076 - $469,340	-2,674 Reduced 29.75%	6,314 $1 Million
Q4 2021 Jan 21, 2022	BUY	$148.06 - $176.65 $1.33 Million - $1.59 Million	8,988 New	8,988 $1.56 Million

Others Institutions Holding XLK

# of Institutions

2,394

Shares Held

182M

Call Options Held

13.7M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Taylor & Morgan Wealth Management, LLC Technology Sector Spdr Transaction History