Heritage Wealth Partners, LLC Technology Sector Spdr Transaction History

Heritage Wealth Partners, LLC

$79.7 Billion
Q4 2024

A detailed history of Heritage Wealth Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 3,060 shares of XLK stock, worth $710,440. This represents 0.89% of its overall portfolio holdings.

Number of Shares

3,060

Previous 2,965 3.2%

Holding current value

$710,440

Previous $669 Million 6.29%

% of portfolio

0.89%

Previous 0.79%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$220.26 - $241.44 $20,924 - $22,936	95 Added 3.2%	3,060 $712 Million
Q3 2024 Oct 08, 2024	BUY	$197.34 - $237.68 $122,350 - $147,361	620 Added 26.44%	2,965 $669 Million
Q2 2024 Jul 05, 2024	BUY	$192.53 - $231.41 $107,239 - $128,895	557 Added 31.15%	2,345 $530 Million
Q4 2023 Jan 19, 2024	SELL	$160.19 - $193.07 $1,922 - $2,316	-12 Reduced 0.67%	1,788 $344 Million
Q3 2023 Oct 18, 2023	BUY	$161.97 - $180.26 $5,992 - $6,669	37 Added 2.1%	1,800 $295 Million
Q2 2023 Aug 11, 2023	BUY	$143.97 - $174.63 $253,819 - $307,872	1,763 New	1,763 $307 Million
Q4 2022 Feb 10, 2023	BUY	$116.56 - $136.15 $240,463 - $280,877	2,063 New	2,063 $270 Million

Others Institutions Holding XLK

# of Institutions

2,294

Shares Held

172M

Call Options Held

14.8M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Heritage Wealth Partners, LLC Technology Sector Spdr Transaction History