Balboa Wealth Partners Technology Sector Spdr Transaction History

Balboa Wealth Partners

$422 Million
Q4 2024

A detailed history of Balboa Wealth Partners transactions in Technology Sector Spdr stock. As of the latest transaction made, Balboa Wealth Partners holds 9,925 shares of XLK stock, worth $2.31 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

9,925

Previous 10,147 2.19%

Holding current value

$2.31 Million

Previous $2.29 Million 0.74%

% of portfolio

0.55%

Previous 0.59%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$220.26 - $241.44 $48,897 - $53,599	-222 Reduced 2.19%	9,925 $2.31 Million
Q3 2024 Nov 06, 2024	SELL	$197.34 - $237.68 $33,153 - $39,930	-168 Reduced 1.63%	10,147 $2.29 Million
Q2 2024 Aug 13, 2024	BUY	$192.53 - $231.41 $330,381 - $397,099	1,716 Added 19.96%	10,315 $2.33 Million
Q1 2024 May 13, 2024	SELL	$184.12 - $211.02 $475,581 - $545,064	-2,583 Reduced 23.1%	8,599 $1.79 Million
Q4 2023 Feb 09, 2024	BUY	$160.19 - $193.07 $137,282 - $165,460	857 Added 8.3%	11,182 $2.15 Million
Q3 2023 Oct 23, 2023	BUY	$161.97 - $180.26 $9,394 - $10,455	58 Added 0.56%	10,325 $1.69 Million
Q2 2023 Aug 08, 2023	BUY	$143.97 - $174.63 $7,054 - $8,556	49 Added 0.48%	10,267 $1.79 Million
Q1 2023 May 11, 2023	BUY	$121.18 - $151.01 $77,312 - $96,344	638 Added 6.66%	10,218 $1.54 Million
Q4 2022 Feb 14, 2023	SELL	$116.56 - $136.15 $166,680 - $194,694	-1,430 Reduced 12.99%	9,580 $1.19 Million
Q3 2022 Jan 04, 2023	BUY	$118.78 - $151.56 $1.31 Million - $1.67 Million	11,010 New	11,010 $1.31 Million

Others Institutions Holding XLK

# of Institutions

2,345

Shares Held

179M

Call Options Held

15.4M

Put Options Held

17.9M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Balboa Wealth Partners Technology Sector Spdr Transaction History