Wealth Plan Partners, LLC Technology Sector Spdr Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 1,665 shares of XLK stock, worth $387,645. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,665

Previous 2,521 33.95%

Holding current value

$387,645

Previous $569 Million 31.98%

% of portfolio

0.05%

Previous 0.08%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$220.26 - $241.44 $188,542 - $206,672	-856 Reduced 33.95%	1,665 $387 Million
Q3 2024 Nov 05, 2024	SELL	$197.34 - $237.68 $65,122 - $78,434	-330 Reduced 11.57%	2,521 $569 Million
Q2 2024 Aug 09, 2024	BUY	$192.53 - $231.41 $577 - $694	3 Added 0.11%	2,851 $645 Million
Q1 2024 May 07, 2024	SELL	$184.12 - $211.02 $78,435 - $89,894	-426 Reduced 13.01%	2,848 $593 Million
Q4 2023 Jan 05, 2024	BUY	$160.19 - $193.07 $5,446 - $6,564	34 Added 1.05%	3,274 $630 Million
Q3 2023 Nov 01, 2023	BUY	$161.97 - $180.26 $96,858 - $107,795	598 Added 22.63%	3,240 $531 Million
Q2 2023 Jul 31, 2023	SELL	$143.97 - $174.63 $71,841 - $87,140	-499 Reduced 15.89%	2,642 $459 Million
Q1 2023 May 10, 2023	SELL	$121.18 - $151.01 $25,568 - $31,863	-211 Reduced 6.29%	3,141 $474 Million
Q4 2022 Feb 16, 2023	SELL	$116.56 - $136.15 $24,827 - $28,999	-213 Reduced 5.97%	3,352 $481 Million
Q1 2022 May 03, 2022	SELL	$141.39 - $175.52 $1.32 Million - $1.64 Million	-9,345 Reduced 72.39%	3,565 $504,000
Q4 2021 Feb 01, 2022	SELL	$148.06 - $176.65 $424,339 - $506,278	-2,866 Reduced 18.17%	12,910 $2.09 Million
Q3 2021 Dec 09, 2021	SELL	$147.91 - $159.7 $6.32 Million - $6.82 Million	-42,720 Reduced 73.03%	15,776 $0
Q2 2021 Aug 19, 2021	SELL	$131.31 - $147.82 $9,323 - $10,495	-71 Reduced 0.12%	58,496 $8.97 Million
Q1 2021 May 11, 2021	BUY	$125.83 - $138.59 $35,735 - $39,359	284 Added 0.49%	58,567 $8.01 Million
Q4 2020 Feb 09, 2021	BUY	$110.86 - $130.52 $132,699 - $156,232	1,197 Added 2.1%	58,283 $7.9 Million
Q3 2020 Dec 18, 2020	SELL	$104.66 - $127.03 $1.14 Million - $1.39 Million	-10,930 Reduced 16.07%	57,086 $6.86 Million
Q2 2020 Aug 19, 2020	SELL	$76.54 - $104.63 $352,466 - $481,821	-4,605 Reduced 6.34%	68,016 $7.75 Million
Q1 2020 May 15, 2020	SELL	$70.4 - $102.79 $134,323 - $196,123	-1,908 Reduced 2.56%	72,621 $6.75 Million
Q4 2019 Feb 14, 2020	SELL	$78.28 - $91.92 $624,439 - $733,245	-7,977 Reduced 9.67%	74,529 $7.59 Million
Q3 2019 Nov 15, 2019	SELL	$79.69 - $81.76 $262,100 - $268,908	-3,289 Reduced 3.83%	82,506 $7.15 Million
Q2 2019 Aug 19, 2019	SELL	N/A	-6,351 Reduced 6.89%	85,795 $6.81 Million
Q1 2019 May 16, 2019	SELL	N/A	-2,951 Reduced 3.1%	92,146 $6.94 Million
Q4 2018 Feb 20, 2019	SELL	N/A	-3,555 Reduced 3.6%	95,097 $6.62 Million
Q3 2018 Nov 21, 2018	SELL	N/A	-3,093 Reduced 3.04%	98,652 $6.33 Million
Q2 2018 Aug 16, 2018	BUY	N/A	16,271 Added 19.04%	101,745 $7.07 Million
Q1 2018 May 16, 2018	BUY	N/A	85,474 New	85,474 $5.59 Million

Others Institutions Holding XLK

# of Institutions

2,345

Shares Held

179M

Call Options Held

15.4M

Put Options Held

17.9M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Wealth Plan Partners, LLC Technology Sector Spdr Transaction History