Tolleson Wealth Management, Inc. Technology Sector Spdr Transaction History

Tolleson Wealth Management, Inc.

  • $556 Million
  • Q2 2025

A detailed history of Tolleson Wealth Management, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 2,334 shares of XLK stock, worth $664,443. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,334
Previous 2,334 -0.0%
Holding current value
$664,443
Previous $591,000 -0.0%
% of portfolio
0.11%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$179.73 - $253.23 $49,964 - $70,397
278 Added 13.52%
2,334 $591,000
Q1 2025

Aug 27, 2025
SELL
$206.38 - $242.18 $57,373 - $67,326
-278 Reduced 11.91%
2,056 $424,000
Q3 2024

Nov 14, 2024
SELL
$197.34 - $237.68 $59,202 - $71,304
-300 Reduced 12.73%
2,056 $464,000
Q4 2021

Feb 14, 2022
BUY
$148.06 - $176.65 $348,829 - $416,187
2,356 New
2,356 $410,000

Others Institutions Holding XLK

# of Institutions
2,523
Shares Held
184M
Call Options Held
9.76M
Put Options Held
15.4M
View Full List

About TECHNOLOGY SECTOR SPDR

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