Wealth Advisors, Inc. Technology Sector Spdr Transaction History

Wealth Advisors, Inc.

$223 Million
Q3 2023

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 $2.35 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

8,247

Previous 8,235 0.15%

Holding current value

$2.35 Million

Previous $1.43 Million 5.59%

% of portfolio

0.61%

Previous 0.61%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

2,523

Shares Held

184M

Call Options Held

9.76M

Put Options Held

15.4M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealth Advisors, Inc. with notifications on news.

Account

Wealth Advisors, Inc. Technology Sector Spdr Transaction History