Transform Wealth, LLC Technology Sector Spdr Transaction History

Transform Wealth, LLC

$1.6 Billion
Q1 2025

A detailed history of Transform Wealth, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Transform Wealth, LLC holds 69,146 shares of XLK stock, worth $19.7 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

69,146

Previous 51,892 33.25%

Holding current value

$19.7 Million

Previous $12.1 Million 18.28%

% of portfolio

0.89%

Previous 0.69%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$206.38 - $242.18 $3.56 Million - $4.18 Million	17,254 Added 33.25%	69,146 $14.3 Million
Q4 2024 Jan 16, 2025	BUY	$220.26 - $241.44 $10.9 Million - $12 Million	49,667 Added 2232.22%	51,892 $12.1 Million
Q3 2024 Oct 15, 2024	SELL	$197.34 - $237.68 $19.3 Million - $23.2 Million	-97,744 Reduced 97.77%	2,225 $502,000
Q2 2024 Jul 15, 2024	BUY	$192.53 - $231.41 $18.8 Million - $22.6 Million	97,734 Added 4372.89%	99,969 $22.6 Million
Q1 2024 Apr 15, 2024	SELL	$184.12 - $211.02 $1.43 Million - $1.64 Million	-7,766 Reduced 77.65%	2,235 $465,000
Q4 2023 Jan 18, 2024	BUY	$160.19 - $193.07 $1.14 Million - $1.38 Million	7,146 Added 250.3%	10,001 $1.92 Million
Q3 2023 Oct 10, 2023	SELL	$161.97 - $180.26 $15.1 Million - $16.9 Million	-93,529 Reduced 97.04%	2,855 $468,000
Q2 2023 Jul 13, 2023	SELL	$143.97 - $174.63 $481,723 - $584,311	-3,346 Reduced 3.36%	96,384 $16.8 Million
Q1 2023 Apr 14, 2023	BUY	$121.18 - $151.01 $11.3 Million - $14.1 Million	93,476 Added 1494.66%	99,730 $15.1 Million
Q4 2022 Jan 12, 2023	BUY	$116.56 - $136.15 $306,785 - $358,346	2,632 Added 72.67%	6,254 $0
Q3 2022 Oct 21, 2022	SELL	$118.78 - $151.56 $14,609 - $18,641	-123 Reduced 3.28%	3,622 $430,000
Q2 2022 Jul 15, 2022	SELL	$123.49 - $161.47 $4.74 Million - $6.2 Million	-38,392 Reduced 91.11%	3,745 $476,000
Q1 2022 Apr 25, 2022	SELL	$141.39 - $175.52 $5.08 Million - $6.3 Million	-35,904 Reduced 46.01%	42,137 $6.7 Million
Q4 2021 Jan 26, 2022	BUY	$148.06 - $176.65 $423,895 - $505,748	2,863 Added 3.81%	78,041 $13.6 Million
Q3 2021 Oct 15, 2021	BUY	$147.91 - $159.7 $10.4 Million - $11.2 Million	70,234 Added 1420.59%	75,178 $11.2 Million
Q2 2021 Jul 20, 2021	BUY	$131.31 - $147.82 $8,009 - $9,017	61 Added 1.25%	4,944 $730,000
Q1 2021 Apr 22, 2021	SELL	$125.83 - $138.59 $2.64 Million - $2.9 Million	-20,943 Reduced 81.09%	4,883 $649,000
Q4 2020 Jan 20, 2021	SELL	$110.86 - $130.52 $42,348 - $49,858	-382 Reduced 1.46%	25,826 $3.36 Million
Q3 2020 Oct 21, 2020	SELL	$104.66 - $127.03 $2.41 Million - $2.93 Million	-23,045 Reduced 46.79%	26,208 $3.06 Million
Q2 2020 Jul 22, 2020	BUY	$76.54 - $104.63 $508,302 - $694,847	6,641 Added 15.58%	49,253 $5.15 Million
Q1 2020 Apr 30, 2020	BUY	$70.4 - $102.79 $2.61 Million - $3.82 Million	37,132 Added 677.59%	42,612 $3.43 Million
Q4 2019 Jan 24, 2020	SELL	$78.28 - $91.92 $16,125 - $18,935	-206 Reduced 3.62%	5,480 $502,000
Q3 2019 Oct 24, 2019	SELL	$79.69 - $81.76 $507,864 - $521,056	-6,373 Reduced 52.85%	5,686 $458,000
Q2 2019 Jul 30, 2019	BUY	N/A	12,059 New	12,059 $941,000
Q4 2018 Jan 30, 2019	SELL	N/A	-17,588 Closed	0 $0
Q3 2018 Oct 25, 2018	SELL	N/A	-86,800 Reduced 83.15%	17,588 $1.33 Million
Q2 2018 Aug 03, 2018	BUY	N/A	16,297 Added 18.5%	104,388 $7.25 Million
Q1 2018 May 03, 2018	BUY	N/A	4,177 Added 4.98%	88,091 $5.76 Million
Q4 2017 Feb 08, 2018	BUY	N/A	4,209 Added 5.28%	83,914 $5.37 Million
Q3 2017 Oct 19, 2017	BUY	N/A	79,705	79,705 $4.71 Million

Others Institutions Holding XLK

# of Institutions

2,516

Shares Held

184M

Call Options Held

9.76M

Put Options Held

15.4M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Transform Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transform Wealth, LLC with notifications on news.

Account

Transform Wealth, LLC Technology Sector Spdr Transaction History