Xcel Wealth Management, LLC Technology Sector Spdr Transaction History

Xcel Wealth Management, LLC

  • $316 Million
  • Q2 2024

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 4,221 shares of XLK stock, worth $949,767. This represents 0.3% of its overall portfolio holdings.

Number of Shares
4,221
Previous 3,786 11.49%
Holding current value
$949,767
Previous $788,000 21.07%
% of portfolio
0.3%
Previous 0.25%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,198
Shares Held
173M
Call Options Held
13.5M
Put Options Held
14.8M
View Full List

About TECHNOLOGY SECTOR SPDR

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