Xcel Wealth Management, LLC Technology Sector Spdr Transaction History

Xcel Wealth Management, LLC

$314 Million
Q1 2025

A detailed history of Xcel Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 4,263 shares of XLK stock, worth $984,369. This represents 0.28% of its overall portfolio holdings.

Number of Shares

4,263

Previous 4,271 0.19%

Holding current value

$984,369

Previous $993,000 11.38%

% of portfolio

0.28%

Previous 0.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$206.38 - $242.18 $1,651 - $1,937	-8 Reduced 0.19%	4,263 $880,000
Q4 2024 Feb 05, 2025	BUY	$220.26 - $241.44 $10,572 - $11,589	48 Added 1.14%	4,271 $993,000
Q3 2024 Oct 21, 2024	BUY	$197.34 - $237.68 $394 - $475	2 Added 0.05%	4,223 $953,000
Q2 2024 Jul 23, 2024	BUY	$192.53 - $231.41 $83,750 - $100,663	435 Added 11.49%	4,221 $954,000
Q1 2024 Apr 22, 2024	BUY	$184.12 - $211.02 $57,997 - $66,471	315 Added 9.08%	3,786 $788,000
Q4 2023 Jan 29, 2024	BUY	$160.19 - $193.07 $22,106 - $26,643	138 Added 4.14%	3,471 $668,000
Q3 2023 Oct 17, 2023	BUY	$161.97 - $180.26 $191,610 - $213,247	1,183 Added 55.02%	3,333 $546,000
Q2 2023 Jul 26, 2023	BUY	$143.97 - $174.63 $309,535 - $375,454	2,150 New	2,150 $373,000

Others Institutions Holding XLK

# of Institutions

2,407

Shares Held

177M

Call Options Held

9.73M

Put Options Held

15.2M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Xcel Wealth Management, LLC Technology Sector Spdr Transaction History