Williams Jones Wealth Management, Llc. Technology Sector Spdr Transaction History

Williams Jones Wealth Management, Llc.

  • $8.19 Billion
  • Q2 2025

A detailed history of Williams Jones Wealth Management, Llc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 18,954 shares of XLK stock, worth $5.4 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
18,954
Previous 18,954 -0.0%
Holding current value
$5.4 Million
Previous $3.91 Million 22.64%
% of portfolio
0.06%
Previous 0.05%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$206.38 - $242.18 $4,127 - $4,843
-20 Reduced 0.11%
18,954 $3.91 Million
Q4 2024

Feb 14, 2025
BUY
$220.26 - $241.44 $26,651 - $29,214
121 Added 0.64%
18,974 $4.41 Million
Q3 2024

Nov 14, 2024
SELL
$197.34 - $237.68 $15,392 - $18,539
-78 Reduced 0.41%
18,853 $4.26 Million
Q2 2024

Aug 05, 2024
SELL
$192.53 - $231.41 $34,462 - $41,422
-179 Reduced 0.94%
18,931 $4.28 Million
Q1 2024

May 07, 2024
BUY
$184.12 - $211.02 $34,614 - $39,671
188 Added 0.99%
19,110 $3.98 Million
Q4 2023

Feb 14, 2024
SELL
$160.19 - $193.07 $34,120 - $41,123
-213 Reduced 1.11%
18,922 $3.64 Million
Q3 2023

Nov 14, 2023
BUY
$161.97 - $180.26 $3,563 - $3,965
22 Added 0.12%
19,135 $3.14 Million
Q2 2023

Aug 14, 2023
SELL
$143.97 - $174.63 $69,105 - $83,822
-480 Reduced 2.45%
19,113 $3.32 Million
Q1 2023

May 15, 2023
BUY
$121.18 - $151.01 $29,931 - $37,299
247 Added 1.28%
19,593 $2.96 Million
Q4 2022

Feb 14, 2023
BUY
$116.56 - $136.15 $120,056 - $140,234
1,030 Added 5.62%
19,346 $2.41 Million
Q2 2022

Aug 15, 2022
BUY
$123.49 - $161.47 $51,248 - $67,010
415 Added 2.32%
18,316 $2.33 Million
Q1 2022

May 16, 2022
SELL
$141.39 - $175.52 $42,416 - $52,656
-300 Reduced 1.65%
17,901 $2.85 Million
Q4 2021

Feb 14, 2022
BUY
$148.06 - $176.65 $7,403 - $8,832
50 Added 0.28%
18,201 $3.17 Million
Q3 2021

Nov 15, 2021
SELL
$147.91 - $159.7 $66,559 - $71,865
-450 Reduced 2.42%
18,151 $2.71 Million
Q2 2021

Aug 16, 2021
SELL
$131.31 - $147.82 $19,696 - $22,173
-150 Reduced 0.8%
18,601 $2.75 Million
Q1 2021

May 17, 2021
SELL
$125.83 - $138.59 $301,866 - $332,477
-2,399 Reduced 11.34%
18,751 $2.49 Million
Q4 2020

Feb 16, 2021
BUY
$110.86 - $130.52 $478,250 - $563,063
4,314 Added 25.62%
21,150 $2.75 Million
Q3 2020

Nov 13, 2020
SELL
$104.66 - $127.03 $10,466 - $12,703
-100 Reduced 0.59%
16,836 $1.97 Million
Q1 2020

May 15, 2020
BUY
$70.4 - $102.79 $28,864 - $42,143
410 Added 2.48%
16,936 $1.36 Million
Q3 2019

Nov 14, 2019
BUY
$79.69 - $81.76 $1.32 Million - $1.35 Million
16,526 New
16,526 $1.33 Million

Others Institutions Holding XLK

# of Institutions
2,514
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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