Accurate Wealth Management, LLC Technology Sector Spdr Transaction History

Accurate Wealth Management, LLC

  • $663 Million
  • Q3 2025

A detailed history of Accurate Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 13,732 shares of XLK stock, worth $3.96 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
13,732
Previous 25,542 46.24%
Holding current value
$3.96 Million
Previous $6.47 Million 40.17%
% of portfolio
0.58%
Previous 1.11%

Shares

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

Oct 20, 2025
SELL
$250.97 - $282.66 $2.96 Million - $3.34 Million
-11,810 Reduced 46.24%
13,732 $3.87 Million
Q2 2025

Jul 15, 2025
BUY
$179.73 - $253.23 $3.75 Million - $5.28 Million
20,851 Added 444.49%
25,542 $6.47 Million
Q1 2025

Apr 14, 2025
SELL
$206.38 - $242.18 $271,183 - $318,224
-1,314 Reduced 21.88%
4,691 $968,000
Q4 2024

Jan 14, 2025
SELL
$220.26 - $241.44 $10,572 - $11,589
-48 Reduced 0.79%
6,005 $1.4 Million
Q3 2024

Oct 17, 2024
BUY
$197.34 - $237.68 $153,135 - $184,439
776 Added 14.71%
6,053 $1.37 Million
Q2 2024

Jul 17, 2024
BUY
$192.53 - $231.41 $238,737 - $286,948
1,240 Added 30.72%
5,277 $1.19 Million
Q1 2024

Apr 22, 2024
SELL
$184.12 - $211.02 $5.34 Million - $6.12 Million
-28,998 Reduced 87.78%
4,037 $840,000
Q4 2023

Jan 12, 2024
BUY
$160.19 - $193.07 $4.65 Million - $5.6 Million
29,016 Added 721.97%
33,035 $6.36 Million
Q3 2023

Oct 23, 2023
SELL
$161.97 - $180.26 $7.75 Million - $8.62 Million
-47,829 Reduced 92.25%
4,019 $658,000
Q2 2023

Jul 24, 2023
SELL
$143.97 - $174.63 $298,593 - $362,182
-2,074 Reduced 3.85%
51,848 $9.01 Million
Q1 2023

Apr 13, 2023
BUY
$121.18 - $151.01 $6.07 Million - $7.56 Million
50,075 Added 1301.66%
53,922 $8.14 Million
Q4 2022

Jan 11, 2023
SELL
$116.56 - $136.15 $149,313 - $174,408
-1,281 Reduced 24.98%
3,847 $0
Q3 2022

Nov 14, 2022
SELL
$118.78 - $151.56 $40,979 - $52,288
-345 Reduced 6.3%
5,128 $615,000
Q2 2022

Aug 04, 2022
BUY
$123.49 - $161.47 $18,276 - $23,897
148 Added 2.78%
5,473 $719,000
Q1 2022

May 10, 2022
SELL
$141.39 - $175.52 $7.05 Million - $8.75 Million
-49,842 Reduced 90.35%
5,325 $846,000
Q4 2021

Feb 08, 2022
BUY
$148.06 - $176.65 $1.51 Million - $1.8 Million
10,183 Added 22.64%
55,167 $9.67 Million
Q3 2021

Oct 22, 2021
BUY
$147.91 - $159.7 $5.89 Million - $6.36 Million
39,830 Added 772.8%
44,984 $7.86 Million
Q2 2021

Aug 25, 2021
BUY
$131.31 - $147.82 $676,771 - $761,864
5,154 New
5,154 $761,000

Others Institutions Holding XLK

# of Institutions
2,612
Shares Held
183M
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 Accurate Wealth Management, LLC Portfolio

Follow Accurate 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 Accurate Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email