Org Wealth Partners, LLC Technology Sector Spdr Transaction History

Org Wealth Partners, LLC

  • $270 Million
  • Q4 2025

A detailed history of Org Wealth Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Org Wealth Partners, LLC holds 446 shares of XLK stock, worth $128,514. This represents 0.05% of its overall portfolio holdings.

Number of Shares
446
Previous 223 100.0%
Holding current value
$128,514
Previous $62,000 106.45%
% of portfolio
0.05%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
$278.39 - $304.13 $62,080 - $67,820
223 Added 100.0%
446 $128,000
Q4 2024

Jan 10, 2025
SELL
$220.26 - $241.44 $9,911 - $10,864
-45 Reduced 16.79%
223 $51,000
Q3 2024

Oct 11, 2024
BUY
$197.34 - $237.68 $52,887 - $63,698
268 New
268 $60.5 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
Track This Portfolio

Track Org Wealth Partners, LLC Portfolio

Follow Org Wealth Partners, 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 Org Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email