A detailed history of Western Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Western Wealth Management, LLC holds 50,987 shares of XLK stock, worth $10.7 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
50,987
Previous 48,363 5.43%
Holding current value
$10.7 Million
Previous $10.1 Million 14.52%
% of portfolio
0.87%
Previous 0.79%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$192.53 - $231.41 $505,198 - $607,219
2,624 Added 5.43%
50,987 $11.5 Million
Q1 2024

May 02, 2024

SELL
$184.12 - $211.02 $305,639 - $350,293
-1,660 Reduced 3.32%
48,363 $10.1 Million
Q4 2023

Jan 31, 2024

BUY
$160.19 - $193.07 $1.48 Million - $1.78 Million
9,209 Added 22.56%
50,023 $9.63 Million
Q3 2023

Nov 07, 2023

BUY
$161.97 - $180.26 $60,738 - $67,597
375 Added 0.93%
40,814 $6.69 Million
Q2 2023

Aug 30, 2023

SELL
$143.97 - $174.63 $20,875 - $25,321
-145 Reduced 0.36%
40,439 $7.03 Million
Q1 2023

Aug 30, 2023

SELL
$121.18 - $151.01 $42,655 - $53,155
-352 Reduced 0.86%
40,584 $6.13 Million
Q4 2022

Feb 02, 2023

SELL
$119.89 - $136.15 $4.35 Million - $4.94 Million
-36,299 Reduced 47.0%
40,936 $5.09 Million
Q3 2022

Nov 04, 2022

BUY
N/A
3,310 Added 4.48%
77,235 $9.2 Million
Q2 2022

Jul 18, 2022

SELL
N/A
-9,090 Reduced 10.95%
73,925 $9.41 Million
Q1 2022

May 10, 2022

BUY
N/A
36,475 Added 78.37%
83,015 $13.2 Million
Q4 2021

Feb 14, 2022

SELL
N/A
-960 Reduced 2.02%
46,540 $8.1 Million
Q2 2021

Aug 09, 2021

BUY
N/A
930 Added 2.0%
47,500 $7.02 Million
Q1 2021

May 14, 2021

BUY
N/A
727 Added 1.59%
46,570 $6.19 Million
Q4 2020

Feb 10, 2021

BUY
N/A
4,037 Added 9.66%
45,843 $5.96 Million
Q3 2020

Oct 27, 2020

BUY
N/A
5,583 Added 15.41%
41,806 $4.88 Million
Q2 2020

Jul 20, 2020

BUY
N/A
26,198 Added 261.33%
36,223 $3.79 Million
Q1 2020

Apr 27, 2020

BUY
N/A
3,396 Added 51.23%
10,025 $806,000
Q4 2019

Feb 10, 2020

SELL
N/A
-949 Reduced 12.52%
6,629 $608,000
Q3 2019

Nov 08, 2019

BUY
N/A
1,761 Added 30.27%
7,578 $606,000
Q2 2019

Aug 06, 2019

SELL
N/A
-869 Reduced 13.0%
5,817 $458,000
Q1 2019

May 10, 2019

SELL
N/A
-5,235 Reduced 43.91%
6,686 $495,000
Q4 2018

Feb 15, 2019

BUY
N/A
11,921 New
11,921 $735,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.