Bwm Planning, LLC Technology Sector Spdr Transaction History

Bwm Planning, LLC

  • $374 Billion
  • Q4 2025

A detailed history of Bwm Planning, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Bwm Planning, LLC holds 1,514 shares of XLK stock, worth $436,259. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,514
Previous 1,083 39.8%
Holding current value
$436,259
Previous $305 Million 28.61%
% of portfolio
0.06%
Previous 0.09%

Shares

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

Jan 13, 2026
BUY
$278.39 - $304.13 $119,986 - $131,080
431 Added 39.8%
1,514 $218 Million
Q3 2025

Oct 31, 2025
BUY
$250.97 - $282.66 $501 - $565
2 Added 0.19%
1,083 $305 Million
Q1 2025

May 14, 2025
BUY
$206.38 - $242.18 $206 - $242
1 Added 0.09%
1,081 $223 Million
Q4 2024

Jan 22, 2025
BUY
$220.26 - $241.44 $220 - $241
1 Added 0.09%
1,080 $251 Million
Q3 2024

Oct 09, 2024
BUY
$197.34 - $237.68 $212,929 - $256,456
1,079 New
1,079 $243 Million

Others Institutions Holding XLK

# of Institutions
2,627
Shares Held
190M
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
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