Wealth Plan Investment Management, LLC Technology Sector Spdr Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 2,898 shares of XLK stock, worth $668,887. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,898
Previous 1,660 74.58%
Holding current value
$668,887
Previous $374,000 79.95%
% of portfolio
0.07%
Previous 0.04%

Shares

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

Jan 30, 2025
BUY
$220.26 - $241.44 $272,681 - $298,902
1,238 Added 74.58%
2,898 $673,000
Q3 2024

Nov 05, 2024
BUY
$197.34 - $237.68 $139,322 - $167,802
706 Added 74.0%
1,660 $374,000
Q2 2024

Aug 09, 2024
BUY
$192.53 - $231.41 $183,673 - $220,765
954 New
954 $215,000
Q3 2023

Nov 09, 2023
BUY
$161.97 - $180.26 $498,543 - $554,840
3,078 Added 1900.0%
3,240 $531,000
Q2 2023

Aug 14, 2023
SELL
$143.97 - $174.63 $63,058 - $76,487
-438 Reduced 73.0%
162 $28,000
Q2 2023

Jul 25, 2023
BUY
$143.97 - $174.63 $50,533 - $61,295
351 Added 140.96%
600 $104,000
Q1 2023

May 08, 2023
SELL
$121.18 - $151.01 $376,021 - $468,584
-3,103 Reduced 92.57%
249 $37,000
Q4 2022

Feb 15, 2023
BUY
$116.56 - $136.15 $53,734 - $62,765
461 Added 15.95%
3,352 $417,000
Q3 2022

Dec 12, 2022
SELL
$118.78 - $151.56 $80,057 - $102,151
-674 Reduced 18.91%
2,891 $375,000
Q1 2022

Sep 07, 2022
BUY
$141.39 - $175.52 $504,055 - $625,728
3,565 New
3,565 $504,000

Others Institutions Holding XLK

# of Institutions
2,299
Shares Held
172M
Call Options Held
14.8M
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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