True Private Wealth Advisors Technology Sector Spdr Transaction History

True Private Wealth Advisors

  • $857 Million
  • Q1 2024

A detailed history of True Private Wealth Advisors transactions in Technology Sector Spdr stock. As of the latest transaction made, True Private Wealth Advisors holds 1,502 shares of XLK stock, worth $344,078. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,502
Previous 1,488 0.94%
Holding current value
$344,078
Previous $286,000 9.09%
% of portfolio
0.04%
Previous 0.04%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
BUY
$184.12 - $211.02 $2,577 - $2,954
14 Added 0.94%
1,502 $312,000
Q4 2023

Jan 30, 2024
BUY
$160.19 - $193.07 $9,611 - $11,584
60 Added 4.2%
1,488 $286,000
Q3 2023

Nov 13, 2023
BUY
$161.97 - $180.26 $2,591 - $2,884
16 Added 1.13%
1,428 $234,000
Q2 2023

Aug 11, 2023
SELL
$143.97 - $174.63 $7,630 - $9,255
-53 Reduced 3.62%
1,412 $245,000
Q1 2023

May 11, 2023
BUY
$121.18 - $151.01 $177,528 - $221,229
1,465 New
1,465 $221,000
Q1 2022

May 09, 2022
SELL
N/A
-7,795 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
N/A
1,807 Added 30.18%
7,795 $1.36 Million
Q3 2021

Nov 05, 2021
BUY
N/A
5,988 New
5,988 $894,000
Q1 2020

Apr 20, 2020
SELL
N/A
-531 Closed
0 $0
Q4 2019

Jan 27, 2020
BUY
N/A
531 New
531 $48,000
Q3 2019

Oct 09, 2019
SELL
N/A
-528 Closed
0 $0
Q2 2019

Aug 01, 2019
BUY
N/A
528 New
528 $41,000
Q4 2018

Jan 14, 2019
SELL
N/A
-522 Closed
0 $0
Q3 2018

Oct 18, 2018
BUY
N/A
522 New
522 $0

Others Institutions Holding XLK

# of Institutions
2,109
Shares Held
175M
Call Options Held
8.51M
Put Options Held
11.8M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track True Private Wealth Advisors Portfolio

Follow True Private Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on True Private Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email