Willner & Heller, LLC Technology Sector Spdr Transaction History

Willner & Heller, LLC

$124 Million
Q3 2025

A detailed history of Willner & Heller, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Willner & Heller, LLC holds 1,137 shares of XLK stock, worth $323,681. This represents 0.26% of its overall portfolio holdings.

Number of Shares

1,137

Previous 1,136 0.09%

Holding current value

$323,681

Previous $287,000 11.5%

% of portfolio

0.26%

Previous 0.25%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,537

Shares Held

184M

Call Options Held

9.76M

Put Options Held

15.4M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Willner & Heller, LLC Technology Sector Spdr Transaction History