Wealthcare Advisory Partners LLC Technology Sector Spdr Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 27,158 shares of XLK stock, worth $6.56 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

27,158

Previous 28,708 5.4%

Holding current value

$6.56 Million

Previous $6.48 Million 2.58%

% of portfolio

0.18%

Previous 0.19%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$220.26 - $241.44 $341,403 - $374,232	-1,550 Reduced 5.4%	27,158 $6.31 Million
Q3 2024 Nov 04, 2024	SELL	$197.34 - $237.68 $394,680 - $475,360	-2,000 Reduced 6.51%	28,708 $6.48 Million
Q2 2024 Aug 09, 2024	SELL	$192.53 - $231.41 $1.39 Million - $1.68 Million	-7,245 Reduced 19.09%	30,708 $6.95 Million
Q1 2024 Apr 15, 2024	SELL	$184.12 - $211.02 $5,155 - $5,908	-28 Reduced 0.07%	37,953 $7.9 Million
Q4 2023 Feb 06, 2024	BUY	$160.19 - $193.07 $1.17 Million - $1.41 Million	7,313 Added 23.85%	37,981 $7.31 Million
Q3 2023 Oct 12, 2023	SELL	$161.97 - $180.26 $38,386 - $42,721	-237 Reduced 0.77%	30,668 $5.03 Million
Q2 2023 Jul 17, 2023	BUY	$143.97 - $174.63 $614,463 - $745,320	4,268 Added 16.02%	30,905 $5.37 Million
Q1 2023 May 04, 2023	BUY	$121.18 - $151.01 $1.21 Million - $1.51 Million	10,003 Added 60.14%	26,637 $4.02 Million
Q4 2022 Feb 13, 2023	SELL	$116.56 - $136.15 $90,217 - $105,380	-774 Reduced 4.45%	16,634 $2.07 Million
Q3 2022 Nov 14, 2022	BUY	$118.78 - $151.56 $1.02 Million - $1.3 Million	8,585 Added 97.3%	17,408 $2.07 Million
Q2 2022 Aug 15, 2022	SELL	$123.49 - $161.47 $21,981 - $28,741	-178 Reduced 1.98%	8,823 $1.12 Million
Q1 2022 Apr 15, 2022	BUY	$141.39 - $175.52 $424 - $526	3 Added 0.03%	9,001 $1.43 Million
Q4 2021 Feb 11, 2022	SELL	$148.06 - $176.65 $371,038 - $442,684	-2,506 Reduced 21.78%	8,998 $0
Q3 2021 Nov 15, 2021	BUY	$147.91 - $159.7 $93,479 - $100,930	632 Added 5.81%	11,504 $1.72 Million
Q2 2021 Aug 16, 2021	SELL	$131.31 - $147.82 $24,292 - $27,346	-185 Reduced 1.67%	10,872 $1.61 Million
Q1 2021 Apr 30, 2021	SELL	$125.83 - $138.59 $38,000 - $41,854	-302 Reduced 2.66%	11,057 $1.47 Million
Q4 2020 Feb 12, 2021	BUY	$110.86 - $130.52 $67,292 - $79,225	607 Added 5.65%	11,359 $1.48 Million
Q3 2020 Oct 29, 2020	BUY	$104.66 - $127.03 $46,573 - $56,528	445 Added 4.32%	10,752 $1.26 Million
Q2 2020 Jul 29, 2020	BUY	$76.54 - $104.63 $378,031 - $516,767	4,939 Added 92.01%	10,307 $1.08 Million
Q1 2020 Apr 29, 2020	SELL	$70.4 - $102.79 $84,480 - $123,348	-1,200 Reduced 18.27%	5,368 $431,000
Q4 2019 Jan 29, 2020	BUY	$78.28 - $91.92 $180,748 - $212,243	2,309 Added 54.21%	6,568 $602,000
Q3 2019 Oct 17, 2019	BUY	$79.69 - $81.76 $168,305 - $172,677	2,112 Added 98.37%	4,259 $343,000
Q2 2019 Jul 30, 2019	SELL	N/A	-32 Reduced 1.47%	2,147 $168,000
Q1 2019 May 13, 2019	BUY	N/A	541 Added 33.03%	2,179 $161,000
Q4 2018 Feb 14, 2019	BUY	N/A	211 Added 14.79%	1,638 $102,000
Q3 2018 Nov 14, 2018	SELL	N/A	-280 Reduced 16.4%	1,427 $107,000
Q2 2018 Aug 14, 2018	BUY	N/A	1,051 Added 160.21%	1,707 $119,000
Q1 2018 May 15, 2018	BUY	N/A	465 Added 243.46%	656 $43,000
Q4 2017 Feb 14, 2018	BUY	N/A	100 Added 109.89%	191 $12,000
Q3 2017 Nov 15, 2017	BUY	N/A	91	91 $5,000

Others Institutions Holding XLK

# of Institutions

2,396

Shares Held

182M

Call Options Held

13.7M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

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Wealthcare Advisory Partners LLC Technology Sector Spdr Transaction History