Trinity Wealth Management, LLC Technology Sector Spdr Transaction History

Trinity Wealth Management, LLC

  • $221 Million
  • Q4 2024

A detailed history of Trinity Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 42,337 shares of XLK stock, worth $9.77 Million. This represents 4.46% of its overall portfolio holdings.

Number of Shares
42,337
Previous 42,105 0.55%
Holding current value
$9.77 Million
Previous $9.51 Million 3.57%
% of portfolio
4.46%
Previous 4.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$220.26 - $241.44 $51,100 - $56,014
232 Added 0.55%
42,337 $9.84 Million
Q3 2024

Oct 18, 2024
BUY
$197.34 - $237.68 $70,253 - $84,614
356 Added 0.85%
42,105 $9.51 Million
Q2 2024

Jul 15, 2024
BUY
$192.53 - $231.41 $237,774 - $285,791
1,235 Added 3.05%
41,749 $9.44 Million
Q1 2024

Apr 17, 2024
SELL
$184.12 - $211.02 $188,354 - $215,873
-1,023 Reduced 2.46%
40,514 $8.44 Million
Q4 2023

Jan 18, 2024
BUY
$160.19 - $193.07 $6.65 Million - $8.02 Million
41,537 New
41,537 $8 Million

Others Institutions Holding XLK

# of Institutions
2,299
Shares Held
172M
Call Options Held
14.8M
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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