Wealthspire Advisors, LLC Technology Sector Spdr Transaction History

Wealthspire Advisors, LLC

$9.93 Billion
Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 13,368 shares of XLK stock, worth $3.24 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

13,368

Previous 12,760 4.76%

Holding current value

$3.24 Million

Previous $2.88 Million 7.92%

% of portfolio

0.03%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$220.26 - $241.44 $133,918 - $146,795	608 Added 4.76%	13,368 $3.11 Million
Q3 2024 Nov 13, 2024	BUY	$197.34 - $237.68 $1.44 Million - $1.73 Million	7,299 Added 133.66%	12,760 $2.88 Million
Q2 2024 Aug 08, 2024	SELL	$192.53 - $231.41 $65,652 - $78,910	-341 Reduced 5.88%	5,461 $1.24 Million
Q1 2024 May 06, 2024	BUY	$184.12 - $211.02 $107,894 - $123,657	586 Added 11.23%	5,802 $1.21 Million
Q4 2023 Feb 06, 2024	BUY	$160.19 - $193.07 $433,794 - $522,833	2,708 Added 107.97%	5,216 $1 Million
Q3 2023 Nov 06, 2023	BUY	$161.97 - $180.26 $72,724 - $80,936	449 Added 21.81%	2,508 $411,000
Q2 2023 Jul 31, 2023	BUY	$143.97 - $174.63 $8,638 - $10,477	60 Added 3.0%	2,059 $357,000
Q1 2023 May 09, 2023	BUY	$121.18 - $151.01 $3,271 - $4,077	27 Added 1.37%	1,999 $301,000
Q4 2022 Feb 13, 2023	SELL	$116.56 - $136.15 $85,438 - $99,797	-733 Reduced 27.1%	1,972 $245,000
Q3 2022 Nov 14, 2022	BUY	$118.78 - $151.56 $73,168 - $93,360	616 Added 29.49%	2,705 $321,000
Q2 2022 Aug 09, 2022	SELL	$123.49 - $161.47 $24,698 - $32,294	-200 Reduced 8.74%	2,089 $266,000
Q1 2022 May 09, 2022	BUY	$141.39 - $175.52 $43,123 - $53,533	305 Added 15.37%	2,289 $364,000
Q4 2021 Feb 14, 2022	SELL	$148.06 - $176.65 $347,792 - $414,950	-2,349 Reduced 54.21%	1,984 $345,000
Q3 2021 Nov 15, 2021	BUY	$147.91 - $159.7 $640,894 - $691,980	4,333 New	4,333 $647,000
Q2 2021 Aug 13, 2021	SELL	$131.31 - $147.82 $298,336 - $335,847	-2,272 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$125.83 - $138.59 $285,885 - $314,876	2,272 New	2,272 $302,000

Others Institutions Holding XLK

# of Institutions

2,391

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

More about XLK

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Wealthspire Advisors, LLC Technology Sector Spdr Transaction History