Wealth Shield Partners, LLC Technology Sector Spdr Transaction History

Wealth Shield Partners, LLC

$690 Million
Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 28,877 shares of XLK stock, worth $6.78 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

28,877

Previous 38,802 25.58%

Holding current value

$6.78 Million

Previous $8.76 Million 23.35%

% of portfolio

0.97%

Previous 1.21%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$220.26 - $241.44 $2.19 Million - $2.4 Million	-9,925 Reduced 25.58%	28,877 $6.71 Million
Q3 2024 Nov 04, 2024	BUY	$197.34 - $237.68 $2.19 Million - $2.64 Million	11,108 Added 40.11%	38,802 $8.76 Million
Q2 2024 Jul 26, 2024	BUY	$192.53 - $231.41 $976,704 - $1.17 Million	5,073 Added 22.43%	27,694 $6.27 Million
Q1 2024 Apr 29, 2024	SELL	$184.12 - $211.02 $904,397 - $1.04 Million	-4,912 Reduced 17.84%	22,621 $4.71 Million
Q4 2023 Jan 23, 2024	SELL	$160.19 - $193.07 $265,755 - $320,303	-1,659 Reduced 5.68%	27,533 $5.3 Million
Q3 2023 Oct 25, 2023	BUY	$161.97 - $180.26 $605,605 - $673,992	3,739 Added 14.69%	29,192 $4.79 Million
Q2 2023 Aug 03, 2023	BUY	$143.97 - $174.63 $610,144 - $740,081	4,238 Added 19.98%	25,453 $4.43 Million
Q1 2023 May 08, 2023	BUY	$121.18 - $151.01 $140,084 - $174,567	1,156 Added 5.76%	21,215 $3.2 Million
Q4 2022 Feb 13, 2023	SELL	$116.56 - $136.15 $1.12 Million - $1.31 Million	-9,607 Reduced 32.38%	20,059 $2.5 Million
Q3 2022 Nov 04, 2022	BUY	$118.78 - $151.56 $1.61 Million - $2.05 Million	13,555 Added 84.14%	29,666 $3.52 Million
Q1 2022 May 09, 2022	SELL	$141.39 - $175.52 $6.69 Million - $8.3 Million	-47,288 Reduced 74.59%	16,111 $2.56 Million
Q4 2021 Feb 10, 2022	BUY	$148.06 - $176.65 $653,388 - $779,556	4,413 Added 7.48%	63,399 $11 Million
Q3 2021 Nov 12, 2021	BUY	$147.91 - $159.7 $83,125 - $89,751	562 Added 0.96%	58,986 $8.81 Million
Q2 2021 Aug 06, 2021	BUY	$131.31 - $147.82 $5 Million - $5.63 Million	38,091 Added 187.34%	58,424 $8.63 Million
Q1 2021 May 17, 2021	BUY	$125.83 - $138.59 $67,696 - $74,561	538 Added 2.72%	20,333 $2.7 Million
Q4 2020 Feb 16, 2021	BUY	$110.86 - $130.52 $513,725 - $604,829	4,634 Added 30.57%	19,795 $2.57 Million
Q3 2020 Oct 30, 2020	BUY	$104.66 - $127.03 $121,928 - $147,989	1,165 Added 8.32%	15,161 $1.77 Million
Q2 2020 Aug 13, 2020	BUY	$76.54 - $104.63 $129,811 - $177,452	1,696 Added 13.79%	13,996 $1.46 Million
Q1 2020 May 12, 2020	SELL	$70.4 - $102.79 $176,281 - $257,386	-2,504 Reduced 16.91%	12,300 $989,000
Q4 2019 Feb 13, 2020	BUY	$78.28 - $91.92 $164,388 - $193,032	2,100 Added 16.53%	14,804 $1.36 Million
Q3 2019 Nov 13, 2019	BUY	$79.69 - $81.76 $105,589 - $108,332	1,325 Added 11.64%	12,704 $1.02 Million
Q2 2019 Aug 12, 2019	SELL	N/A	-3,437 Reduced 23.2%	11,379 $888,000
Q1 2019 May 14, 2019	SELL	N/A	-10 Reduced 0.07%	14,816 $1.1 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-12,172 Reduced 45.08%	14,826 $919,000
Q3 2018 Nov 05, 2018	SELL	N/A	-438 Reduced 1.6%	26,998 $2.03 Million
Q2 2018 Aug 02, 2018	SELL	N/A	-30,009 Reduced 52.24%	27,436 $1.91 Million
Q1 2018 May 11, 2018	SELL	N/A	-2,368 Reduced 3.96%	57,445 $3.76 Million
Q4 2017 Apr 18, 2018	BUY	N/A	59,813	59,813 $3.87 Million

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

Ticker XLK
Sector ETFs
Industry ETFs

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Wealth Shield Partners, LLC Technology Sector Spdr Transaction History