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 $1.9 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

8,247

Previous 8,235 0.15%

Holding current value

$1.9 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

2,407

Shares Held

177M

Call Options Held

9.73M

Put Options Held

15.2M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Wealth Advisors, Inc. Technology Sector Spdr Transaction History