Winch Advisory Services, LLC Technology Sector Spdr Transaction History

Winch Advisory Services, LLC

  • $364 Million
  • Q4 2024

A detailed history of Winch Advisory Services, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Winch Advisory Services, LLC holds 977 shares of XLK stock, worth $236,258. This represents 0.06% of its overall portfolio holdings.

Number of Shares
977
Previous 847 15.35%
Holding current value
$236,258
Previous $191,000 18.85%
% of portfolio
0.06%
Previous 0.06%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$220.26 - $241.44 $28,633 - $31,387
130 Added 15.35%
977 $227,000
Q3 2024

Oct 21, 2024
BUY
$197.34 - $237.68 $394 - $475
2 Added 0.24%
847 $191,000
Q2 2024

Jul 31, 2024
BUY
$192.53 - $231.41 $15,209 - $18,281
79 Added 10.31%
845 $191,000
Q4 2023

Jan 18, 2024
BUY
$160.19 - $193.07 $30,756 - $37,069
192 Added 33.45%
766 $147,000
Q3 2023

Nov 06, 2023
BUY
$161.97 - $180.26 $161 - $180
1 Added 0.17%
574 $94,000
Q2 2023

Aug 08, 2023
BUY
$143.97 - $174.63 $143 - $174
1 Added 0.17%
573 $100,000
Q1 2023

May 10, 2023
BUY
$121.18 - $151.01 $121 - $151
1 Added 0.18%
572 $86,000
Q4 2022

Jan 26, 2023
BUY
$116.56 - $136.15 $116 - $136
1 Added 0.18%
571 $71,000
Q3 2022

Oct 31, 2022
BUY
$118.78 - $151.56 $237 - $303
2 Added 0.35%
570 $68,000
Q1 2022

Apr 26, 2022
BUY
$141.39 - $175.52 $141 - $175
1 Added 0.18%
568 $90,000
Q3 2021

Nov 10, 2021
BUY
$147.91 - $159.7 $12,276 - $13,255
83 Added 17.15%
567 $85,000
Q2 2021

Aug 05, 2021
BUY
$131.31 - $147.82 $131 - $147
1 Added 0.21%
484 $71,000
Q1 2021

May 03, 2021
BUY
$125.83 - $138.59 $1,887 - $2,078
15 Added 3.21%
483 $64,000
Q4 2020

Feb 09, 2021
BUY
$110.86 - $130.52 $110 - $130
1 Added 0.21%
468 $61,000
Q3 2020

Nov 04, 2020
BUY
$104.66 - $127.03 $104 - $127
1 Added 0.21%
467 $55,000
Q2 2020

Aug 12, 2020
BUY
$76.54 - $104.63 $76 - $104
1 Added 0.22%
466 $49,000
Q1 2020

May 13, 2020
BUY
$70.4 - $102.79 $140 - $205
2 Added 0.43%
465 $37,000
Q4 2019

Feb 12, 2020
BUY
$78.28 - $91.92 $156 - $183
2 Added 0.43%
463 $42,000
Q3 2019

Nov 13, 2019
BUY
$79.69 - $81.76 $79 - $81
1 Added 0.22%
461 $37,000
Q2 2019

Aug 07, 2019
BUY
N/A
49 Added 11.92%
460 $36,000
Q1 2019

May 13, 2019
BUY
N/A
411 New
411 $30,000

Others Institutions Holding XLK

# of Institutions
2,271
Shares Held
170M
Call Options Held
14.8M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Winch Advisory Services, LLC Portfolio

Follow Winch Advisory Services, 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 Winch Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winch Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email