Atticus Wealth Management, LLC Technology Sector Spdr Transaction History

Atticus Wealth Management, LLC

$285 Million
Q3 2024

A detailed history of Atticus Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 16,666 shares of XLK stock, worth $3.83 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

16,666

Previous 17,239 3.32%

Holding current value

$3.83 Million

Previous $3.9 Million 3.51%

% of portfolio

1.32%

Previous 1.46%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$197.34 - $237.68 $113,075 - $136,190	-573 Reduced 3.32%	16,666 $3.76 Million
Q2 2024 Jul 17, 2024	SELL	$192.53 - $231.41 $262,610 - $315,643	-1,364 Reduced 7.33%	17,239 $3.9 Million
Q1 2024 Apr 17, 2024	SELL	$184.12 - $211.02 $1.11 Million - $1.28 Million	-6,050 Reduced 24.54%	18,603 $3.87 Million
Q4 2023 Jan 17, 2024	SELL	$160.19 - $193.07 $367,315 - $442,709	-2,293 Reduced 8.51%	24,653 $4.75 Million
Q3 2023 Nov 15, 2023	BUY	$161.97 - $180.26 $608,845 - $677,597	3,759 Added 16.21%	26,946 $4.42 Million
Q2 2023 Jul 20, 2023	SELL	$143.97 - $174.63 $197,958 - $240,116	-1,375 Reduced 5.6%	23,187 $4.03 Million
Q1 2023 Apr 17, 2023	SELL	$121.18 - $151.01 $3.28 Million - $4.09 Million	-27,064 Reduced 52.42%	24,562 $3.71 Million
Q4 2022 Jan 31, 2023	BUY	$116.56 - $136.15 $722,205 - $843,585	6,196 Added 13.64%	51,626 $6.42 Million
Q2 2022 Jul 13, 2022	BUY	$123.49 - $161.47 $343,425 - $449,048	2,781 Added 6.52%	45,430 $5.78 Million
Q1 2022 Apr 15, 2022	BUY	$141.39 - $175.52 $173,344 - $215,187	1,226 Added 2.96%	42,649 $6.78 Million
Q4 2021 Jan 26, 2022	BUY	$148.06 - $176.65 $165,975 - $198,024	1,121 Added 2.78%	41,423 $7.2 Million
Q3 2021 Oct 18, 2021	SELL	$147.91 - $159.7 $288,868 - $311,894	-1,953 Reduced 4.62%	40,302 $6.02 Million
Q2 2021 Jul 21, 2021	SELL	$131.31 - $147.82 $51,473 - $57,945	-392 Reduced 0.92%	42,255 $6.24 Million
Q1 2021 Apr 15, 2021	SELL	$125.83 - $138.59 $2.8 Million - $3.08 Million	-22,231 Reduced 34.27%	42,647 $5.66 Million
Q4 2020 Jan 20, 2021	BUY	$110.86 - $130.52 $258,747 - $304,633	2,334 Added 3.73%	64,878 $8.44 Million
Q3 2020 Oct 21, 2020	BUY	$104.66 - $127.03 $688,453 - $835,603	6,578 Added 11.75%	62,544 $7.3 Million
Q2 2020 Jul 15, 2020	BUY	$76.54 - $104.63 $473,629 - $647,450	6,188 Added 12.43%	55,966 $5.85 Million
Q1 2020 Apr 23, 2020	SELL	$70.4 - $102.79 $132,704 - $193,759	-1,885 Reduced 3.65%	49,778 $4 Million
Q4 2019 Feb 03, 2020	BUY	$78.28 - $91.92 $4.04 Million - $4.75 Million	51,663 New	51,663 $4.74 Million

Others Institutions Holding XLK

# of Institutions

2,216

Shares Held

172M

Call Options Held

13.5M

Put Options Held

14.8M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Atticus Wealth Management, LLC Technology Sector Spdr Transaction History