Willner & Heller, LLC Technology Sector Spdr Transaction History

Willner & Heller, LLC

  • $134 Million
  • Q4 2025

A detailed history of Willner & Heller, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Willner & Heller, LLC holds 2,276 shares of XLK stock, worth $655,829. This represents 0.49% of its overall portfolio holdings.

Number of Shares
2,276
Previous 1,137 100.18%
Holding current value
$655,829
Previous $320,000 104.69%
% of portfolio
0.49%
Previous 0.26%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$278.39 - $304.13 $317,086 - $346,404
1,139 Added 100.18%
2,276 $655,000
Q3 2025

Oct 16, 2025
BUY
$250.97 - $282.66 $250 - $282
1 Added 0.09%
1,137 $320,000
Q2 2025

Jul 21, 2025
SELL
$179.73 - $253.23 $13,300 - $18,739
-74 Reduced 6.12%
1,136 $287,000
Q1 2025

May 05, 2025
SELL
$206.38 - $242.18 $6,604 - $7,749
-32 Reduced 2.58%
1,210 $249,000
Q4 2024

Jan 16, 2025
SELL
$220.26 - $241.44 $3,083 - $3,380
-14 Reduced 1.11%
1,242 $288,000
Q3 2024

Oct 10, 2024
SELL
$197.34 - $237.68 $1,578 - $1,901
-8 Reduced 0.63%
1,256 $283,000
Q2 2024

Jul 19, 2024
BUY
$192.53 - $231.41 $6,160 - $7,405
32 Added 2.6%
1,264 $285,000
Q1 2024

Jul 19, 2024
BUY
$184.12 - $211.02 $19,700 - $22,579
107 Added 9.51%
1,232 $256,000
Q4 2023

Mar 06, 2024
BUY
$160.19 - $193.07 $180,213 - $217,203
1,125 New
1,125 $216,000
Q2 2022

Jul 22, 2022
SELL
$123.49 - $161.47 $151,028 - $197,477
-1,223 Closed
0 $0
Q1 2022

Jul 05, 2022
BUY
$141.39 - $175.52 $172,919 - $214,660
1,223 New
1,223 $213,000

Others Institutions Holding XLK

# of Institutions
2,627
Shares Held
190M
Call Options Held
9.53M
Put Options Held
14.1M
View Full List

About TECHNOLOGY SECTOR SPDR

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