True Wealth Advisors, LLC Technology Sector Spdr Transaction History

True Wealth Advisors, LLC

  • $262 Million
  • Q4 2024

A detailed history of True Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, True Wealth Advisors, LLC holds 2,418 shares of XLK stock, worth $566,077. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,418
Previous 2,510 3.67%
Holding current value
$566,077
Previous $566,000 0.71%
% of portfolio
0.21%
Previous 0.21%

Shares

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

Jan 15, 2025
SELL
$220.26 - $241.44 $20,263 - $22,212
-92 Reduced 3.67%
2,418 $562,000
Q3 2024

Oct 29, 2024
SELL
$197.34 - $237.68 $5,722 - $6,892
-29 Reduced 1.14%
2,510 $566,000
Q2 2024

Jul 24, 2024
BUY
$192.53 - $231.41 $36,580 - $43,967
190 Added 8.09%
2,539 $574,000
Q1 2024

Apr 23, 2024
BUY
$184.12 - $211.02 $14,729 - $16,881
80 Added 3.53%
2,349 $489,000
Q4 2023

Feb 08, 2024
SELL
$160.19 - $193.07 $9,771 - $11,777
-61 Reduced 2.62%
2,269 $436,000
Q3 2023

Nov 07, 2023
BUY
$161.97 - $180.26 $1,781 - $1,982
11 Added 0.47%
2,330 $381,000
Q2 2023

Jul 31, 2023
SELL
$143.97 - $174.63 $38,296 - $46,451
-266 Reduced 10.29%
2,319 $403,000
Q1 2023

Apr 19, 2023
BUY
$121.18 - $151.01 $1,332 - $1,661
11 Added 0.43%
2,585 $390,000
Q4 2022

Jan 23, 2023
BUY
$116.56 - $136.15 $116 - $136
1 Added 0.04%
2,574 $0
Q3 2022

Oct 21, 2022
BUY
$118.78 - $151.56 $33,377 - $42,588
281 Added 12.26%
2,573 $306,000
Q2 2022

Jul 27, 2022
SELL
$123.49 - $161.47 $179,430 - $234,615
-1,453 Reduced 38.8%
2,292 $291,000
Q1 2022

May 05, 2022
BUY
$141.39 - $175.52 $205,439 - $255,030
1,453 Added 63.39%
3,745 $651,000
Q1 2022

May 04, 2022
SELL
$141.39 - $175.52 $205,439 - $255,030
-1,453 Reduced 38.8%
2,292 $330,000
Q4 2021

Feb 02, 2022
SELL
$148.06 - $176.65 $21,616 - $25,790
-146 Reduced 3.75%
3,745 $651,000
Q3 2021

Oct 25, 2021
SELL
$147.91 - $159.7 $28,990 - $31,301
-196 Reduced 4.8%
3,891 $581,000
Q2 2021

Jul 23, 2021
BUY
$131.31 - $147.82 $51,604 - $58,093
393 Added 10.64%
4,087 $603,000
Q1 2021

Apr 22, 2021
BUY
$125.83 - $138.59 $221,460 - $243,918
1,760 Added 91.0%
3,694 $0
Q4 2020

Jan 25, 2021
BUY
$110.86 - $130.52 $214,403 - $252,425
1,934 New
1,934 $251,000

Others Institutions Holding XLK

# of Institutions
2,262
Shares Held
170M
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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