Modern Wealth Management, LLC Technology Sector Spdr Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 54,324 shares of XLK stock, worth $15.7 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
54,324
Previous 52,902 2.69%
Holding current value
$15.7 Million
Previous $13.4 Million 114200.91%
% of portfolio
0.3%
Previous 0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$250.97 - $282.66 $356,879 - $401,942
1,422 Added 2.69%
54,324 $15.3 Billion
Q2 2025

Aug 14, 2025
BUY
$179.73 - $253.23 $8.45 Million - $11.9 Million
47,007 Added 797.4%
52,902 $13.4 Million
Q1 2025

May 15, 2025
SELL
$206.38 - $242.18 $2.82 Million - $3.31 Million
-13,652 Reduced 69.84%
5,895 $1.22 Billion
Q4 2024

May 30, 2025
BUY
$220.26 - $241.44 $2.88 Million - $3.16 Million
13,098 Added 222.19%
18,993 $4.42 Million
Q4 2024

May 29, 2025
BUY
$220.26 - $241.44 $2.88 Million - $3.16 Million
13,098 Added 222.19%
18,993 $4.42 Million
Q4 2024

Feb 11, 2025
BUY
$220.26 - $241.44 $1.02 Million - $1.12 Million
4,626 Added 31.0%
19,547 $4.62 Billion
Q3 2024

May 30, 2025
BUY
$197.34 - $237.68 $1.78 Million - $2.14 Million
9,015 Added 152.93%
14,910 $3.37 Million
Q3 2024

May 29, 2025
BUY
$197.34 - $237.68 $1.78 Million - $2.14 Million
9,015 Added 152.93%
14,910 $3.37 Million
Q3 2024

Nov 05, 2024
BUY
$197.34 - $237.68 $470,261 - $566,391
2,383 Added 19.01%
14,921 $3.37 Billion
Q2 2024

May 29, 2025
BUY
$192.53 - $231.41 $1.28 Million - $1.54 Million
6,643 Added 112.69%
12,538 $2.84 Million
Q2 2024

Aug 07, 2024
BUY
$192.53 - $231.41 $50,250 - $60,398
261 Added 2.13%
12,538 $2.84 Billion
Q1 2024

May 28, 2025
BUY
$184.12 - $211.02 $969,575 - $1.11 Million
5,266 Added 89.33%
11,161 $2.32 Billion
Q1 2024

May 13, 2024
BUY
$184.12 - $211.02 $2.02 Million - $2.31 Million
10,961 Added 832.9%
12,277 $2.52 Billion
Q4 2023

May 28, 2025
SELL
$160.19 - $193.07 $733,510 - $884,067
-4,579 Reduced 77.68%
1,316 $253 Million
Q4 2023

Feb 14, 2024
BUY
$160.19 - $193.07 $210,810 - $254,080
1,316 New
1,316 $253 Million

Others Institutions Holding XLK

# of Institutions
2,621
Shares Held
187M
Call Options Held
9.53M
Put Options Held
14.1M
View Full List

About TECHNOLOGY SECTOR SPDR

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