National Wealth Management Group, LLC Technology Sector Spdr Transaction History

National Wealth Management Group, LLC

$150 Billion
Q4 2024

A detailed history of National Wealth Management Group, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, National Wealth Management Group, LLC holds 950 shares of XLK stock, worth $227,971. This represents 0.15% of its overall portfolio holdings.

Number of Shares

950

Previous 1,975 51.9%

Holding current value

$227,971

Previous $446 Million 50.46%

% of portfolio

0.15%

Previous 0.3%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$220.26 - $241.44 $225,766 - $247,476	-1,025 Reduced 51.9%	950 $221 Million
Q3 2024 Nov 13, 2024	SELL	$197.34 - $237.68 $19,734 - $23,768	-100 Reduced 4.82%	1,975 $446 Million
Q2 2024 Aug 09, 2024	SELL	$192.53 - $231.41 $62,187 - $74,745	-323 Reduced 13.47%	2,075 $469 Million
Q1 2024 May 17, 2024	BUY	$184.12 - $211.02 $2,209 - $2,532	12 Added 0.5%	2,398 $500 Million
Q4 2023 Feb 01, 2024	SELL	$160.19 - $193.07 $26,591 - $32,049	-166 Reduced 6.5%	2,386 $459 Million
Q3 2023 Nov 13, 2023	BUY	$161.97 - $180.26 $160,026 - $178,096	988 Added 63.17%	2,552 $418 Million
Q2 2023 Aug 09, 2023	BUY	$143.97 - $174.63 $225,169 - $273,121	1,564 New	1,564 $263 Million
Q4 2022 Nov 17, 2023	SELL	$116.56 - $136.15 $388,844 - $454,196	-3,336 Reduced 63.53%	1,915 $238 Million
Q3 2022 Nov 17, 2023	BUY	$118.78 - $151.56 $320,587 - $409,060	2,699 Added 105.76%	5,251 $624 Million
Q2 2022 Nov 17, 2023	SELL	$123.49 - $161.47 $1.38 Million - $1.81 Million	-11,205 Reduced 67.9%	5,298 $674 Million
Q1 2022 Nov 17, 2023	BUY	$141.39 - $175.52 $678,389 - $842,144	4,798 Added 40.99%	16,503 $2.62 Billion
Q4 2021 Nov 17, 2023	BUY	$148.06 - $176.65 $1.36 Million - $1.62 Million	9,153 Added 358.66%	11,705 $2.04 Billion

Others Institutions Holding XLK

# of Institutions

2,374

Shares Held

181M

Call Options Held

14.2M

Put Options Held

17M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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National Wealth Management Group, LLC Technology Sector Spdr Transaction History