Three Bridge Wealth Advisors, LLC Technology Sector Spdr Transaction History

Three Bridge Wealth Advisors, LLC

  • $250 Million
  • Q2 2024

A detailed history of Three Bridge Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 1,238 shares of XLK stock, worth $272,768. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,238
Previous 1,654 25.15%
Holding current value
$272,768
Previous $344,000 18.6%
% of portfolio
0.11%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$192.53 - $231.41 $80,092 - $96,266
-416 Reduced 25.15%
1,238 $280,000
Q1 2024

May 14, 2024
BUY
$184.12 - $211.02 $56,340 - $64,572
306 Added 22.7%
1,654 $344,000
Q4 2023

Feb 08, 2024
SELL
$160.19 - $193.07 $3,203 - $3,861
-20 Reduced 1.46%
1,348 $259,000
Q3 2023

Nov 13, 2023
BUY
$161.97 - $180.26 $33,041 - $36,773
204 Added 17.53%
1,368 $224,000
Q2 2023

Jul 28, 2023
BUY
$143.97 - $174.63 $167,581 - $203,269
1,164 New
1,164 $202,000

Others Institutions Holding XLK

# of Institutions
2,197
Shares Held
173M
Call Options Held
13.5M
Put Options Held
14.8M
View Full List

About TECHNOLOGY SECTOR SPDR

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