Wealth Effects LLC Technology Sector Spdr Transaction History

Wealth Effects LLC

  • $255 Million
  • Q4 2024

A detailed history of Wealth Effects LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Wealth Effects LLC holds 967 shares of XLK stock, worth $227,119. This represents 0.09% of its overall portfolio holdings.

Number of Shares
967
Previous 1,146 15.62%
Holding current value
$227,119
Previous $258,000 13.18%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Jan 22, 2025
SELL
$220.26 - $241.44 $39,426 - $43,217
-179 Reduced 15.62%
967 $224,000
Q3 2024

Oct 21, 2024
SELL
$197.34 - $237.68 $30,390 - $36,602
-154 Reduced 11.85%
1,146 $258,000
Q2 2024

Aug 02, 2024
SELL
$192.53 - $231.41 $59,876 - $71,968
-311 Reduced 19.3%
1,300 $294,000
Q1 2024

Apr 22, 2024
SELL
$184.12 - $211.02 $148,032 - $169,660
-804 Reduced 33.29%
1,611 $335,000
Q4 2023

Jan 29, 2024
BUY
$160.19 - $193.07 $386,858 - $466,264
2,415 New
2,415 $464,000

Others Institutions Holding XLK

# of Institutions
2,400
Shares Held
182M
Call Options Held
13.7M
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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