A detailed history of Bkm Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 1,039 shares of XLK stock, worth $239,811. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,039
Previous 935 11.12%
Holding current value
$239,811
Previous $211 Million 14.38%
% of portfolio
0.1%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025

BUY
$220.26 - $241.44 $22,907 - $25,109
104 Added 11.12%
1,039 $242 Million
Q3 2024

Oct 23, 2024

BUY
$197.34 - $237.68 $184,512 - $222,230
935 New
935 $211 Million
Q4 2023

Jan 10, 2024

BUY
$160.19 - $193.07 $143,209 - $172,604
894 New
894 $172 Million

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Bkm Wealth Management, LLC Portfolio

Follow Bkm Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bkm Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bkm Wealth Management, LLC with notifications on news.