Capital Advisors Wealth Management, LLC Technology Sector Spdr Transaction History

Capital Advisors Wealth Management, LLC

  • $691 Million
  • Q4 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 2,341 shares of XLK stock, worth $674,559. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,341
Previous 1,469 59.36%
Holding current value
$674,559
Previous $414,000 62.8%
% of portfolio
0.1%
Previous 0.06%

Shares

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

Jan 20, 2026
BUY
$278.39 - $304.13 $242,756 - $265,201
872 Added 59.36%
2,341 $674,000
Q3 2025

Oct 15, 2025
BUY
$250.97 - $282.66 $75,291 - $84,798
300 Added 25.66%
1,469 $414,000
Q2 2025

Aug 13, 2025
BUY
$179.73 - $253.23 $6,110 - $8,609
34 Added 3.0%
1,169 $296,000
Q1 2025

Apr 24, 2025
SELL
$206.38 - $242.18 $2,682 - $3,148
-13 Reduced 1.13%
1,135 $234,000
Q4 2024

Jan 14, 2025
BUY
$220.26 - $241.44 $660 - $724
3 Added 0.26%
1,148 $266,000
Q3 2024

Oct 15, 2024
SELL
$197.34 - $237.68 $1,578 - $1,901
-8 Reduced 0.69%
1,145 $258,000
Q2 2024

Jul 16, 2024
BUY
$192.53 - $231.41 $19,638 - $23,603
102 Added 9.71%
1,153 $260,000
Q1 2024

Apr 12, 2024
SELL
$184.12 - $211.02 $5,339 - $6,119
-29 Reduced 2.69%
1,051 $218,000
Q4 2023

Jan 08, 2024
BUY
$160.19 - $193.07 $173,005 - $208,515
1,080 New
1,080 $207,000

Others Institutions Holding XLK

# of Institutions
2,652
Shares Held
208M
Call Options Held
9.85M
Put Options Held
14.3M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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