A detailed history of Wealth Advisors, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Wealth Advisors, Inc. holds 8,247 shares of XLK stock, worth $1.98 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
8,247
Previous 8,235 0.15%
Holding current value
$1.98 Million
Previous $1.43 Million 5.59%
% of portfolio
0.61%
Previous 0.61%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 23, 2023

BUY
$161.97 - $180.26 $1,943 - $2,163
12 Added 0.15%
8,247 $1.35 Million
Q2 2023

Jul 17, 2023

SELL
$143.97 - $174.63 $7,054 - $8,556
-49 Reduced 0.59%
8,235 $1.43 Million
Q1 2023

May 05, 2023

SELL
$121.18 - $151.01 $8,967 - $11,174
-74 Reduced 0.89%
8,284 $1.25 Million
Q4 2022

Jan 25, 2023

SELL
$116.56 - $136.15 $13,754 - $16,065
-118 Reduced 1.39%
8,358 $0
Q3 2022

Oct 13, 2022

BUY
$118.78 - $151.56 $103,101 - $131,554
868 Added 11.41%
8,476 $1.01 Million
Q2 2022

Aug 05, 2022

SELL
$123.49 - $161.47 $645,605 - $844,165
-5,228 Reduced 40.73%
7,608 $967,000
Q1 2022

Apr 14, 2022

BUY
$141.39 - $175.52 $114,525 - $142,171
810 Added 6.74%
12,836 $2.04 Million
Q4 2021

Jan 24, 2022

SELL
$148.06 - $176.65 $113,265 - $135,137
-765 Reduced 5.98%
12,026 $2.09 Million
Q2 2021

Aug 04, 2021

SELL
$131.31 - $147.82 $107,805 - $121,360
-821 Reduced 6.03%
12,791 $1.95 Million
Q1 2021

Apr 28, 2021

SELL
$125.83 - $138.59 $340,621 - $375,163
-2,707 Reduced 16.59%
13,612 $1.92 Million
Q4 2020

Feb 04, 2021

BUY
$110.86 - $130.52 $106,758 - $125,690
963 Added 6.27%
16,319 $2.12 Million
Q3 2020

Oct 19, 2020

BUY
$104.66 - $127.03 $729,584 - $885,526
6,971 Added 83.14%
15,356 $1.82 Million
Q2 2020

Jul 13, 2020

BUY
$76.54 - $104.63 $44,775 - $61,208
585 Added 7.5%
8,385 $898,000
Q1 2020

Apr 17, 2020

BUY
$70.4 - $102.79 $549,120 - $801,762
7,800 New
7,800 $687,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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