Total Wealth Planning & Management, Inc. Technology Sector Spdr Transaction History

Total Wealth Planning & Management, Inc.

  • $105 Billion
  • Q1 2025

A detailed history of Total Wealth Planning & Management, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 2,617 shares of XLK stock, worth $545,565. This represents 0.51% of its overall portfolio holdings.

Number of Shares
2,617
Previous 5,516 52.56%
Holding current value
$545,565
Previous $1.28 Billion 57.87%
% of portfolio
0.51%
Previous 1.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$206.38 - $242.18 $598,295 - $702,079
-2,899 Reduced 52.56%
2,617 $540 Million
Q4 2024

Feb 28, 2025
BUY
$220.26 - $241.44 $1.21 Million - $1.33 Million
5,516 New
5,516 $1.28 Billion

Others Institutions Holding XLK

# of Institutions
2,404
Shares Held
180M
Call Options Held
13.7M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

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