Wambolt & Associates, LLC Technology Sector Spdr Transaction History

Wambolt & Associates, LLC

  • $291 Million
  • Q1 2025

A detailed history of Wambolt & Associates, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Wambolt & Associates, LLC holds 2,426 shares of XLK stock, worth $563,753. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,426
Previous 4,823 49.7%
Holding current value
$563,753
Previous $1.12 Million 55.4%
% of portfolio
0.17%
Previous 0.36%

Shares

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

May 09, 2025
SELL
$206.38 - $242.18 $494,692 - $580,505
-2,397 Reduced 49.7%
2,426 $500,000
Q4 2024

Feb 11, 2025
BUY
$220.26 - $241.44 $752,408 - $824,759
3,416 Added 242.79%
4,823 $1.12 Million
Q3 2024

Nov 08, 2024
BUY
$197.34 - $237.68 $277,657 - $334,415
1,407 New
1,407 $317,000
Q1 2024

Apr 30, 2024
BUY
$184.12 - $211.02 $392,912 - $450,316
2,134 New
2,134 $444,000

Others Institutions Holding XLK

# of Institutions
2,406
Shares Held
177M
Call Options Held
9.73M
Put Options Held
15.2M
View Full List

About TECHNOLOGY SECTOR SPDR

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