Wellspring Financial Advisors, LLC Technology Sector Spdr Transaction History

Wellspring Financial Advisors, LLC

  • $996 Billion
  • Q2 2025

A detailed history of Wellspring Financial Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 14,403 shares of XLK stock, worth $4.1 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
14,403
Previous 13,615 5.79%
Holding current value
$4.1 Million
Previous $2.81 Billion 29.74%
% of portfolio
0.37%
Previous 0.31%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$179.73 - $253.23 $141,627 - $199,545
788 Added 5.79%
14,403 $3.65 Billion
Q1 2025

May 15, 2025
BUY
$206.38 - $242.18 $825,520 - $968,720
4,000 Added 41.6%
13,615 $2.81 Billion
Q4 2024

Feb 13, 2025
BUY
$220.26 - $241.44 $2.12 Million - $2.32 Million
9,615 New
9,615 $2.24 Billion

Others Institutions Holding XLK

# of Institutions
2,518
Shares Held
184M
Call Options Held
9.76M
Put Options Held
15.4M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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