Confluence Wealth Services, Inc. Technology Sector Spdr Transaction History

Confluence Wealth Services, Inc.

$1.86 Billion
Q3 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 2,577 shares of XLK stock, worth $742,562. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,577

Previous 2,508 2.75%

Holding current value

$742,562

Previous $635,000 14.33%

% of portfolio

0.04%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$250.97 - $282.66 $17,316 - $19,503	69 Added 2.75%	2,577 $726,000
Q2 2025 Jul 22, 2025	BUY	$179.73 - $253.23 $15,995 - $22,537	89 Added 3.68%	2,508 $635,000
Q1 2025 Apr 24, 2025	BUY	$206.38 - $242.18 $44,784 - $52,553	217 Added 9.85%	2,419 $499,000
Q4 2024 Jan 27, 2025	SELL	$220.26 - $241.44 $33,920 - $37,181	-154 Reduced 6.54%	2,202 $512,000
Q3 2024 Oct 29, 2024	SELL	$197.34 - $237.68 $254,765 - $306,844	-1,291 Reduced 35.4%	2,356 $531,000

Q2 2024 Jul 31, 2024	BUY	$192.53 - $231.41 $133,808 - $160,829	695 Added 23.54%	3,647 $825,000
Q1 2024 Apr 22, 2024	BUY	$184.12 - $211.02 $80,828 - $92,637	439 Added 17.47%	2,952 $614,000
Q4 2023 Jan 25, 2024	SELL	$160.19 - $193.07 $3,684 - $4,440	-23 Reduced 0.91%	2,513 $483,000
Q3 2023 Nov 01, 2023	BUY	$161.97 - $180.26 $50,210 - $55,880	310 Added 13.93%	2,536 $415,000
Q1 2023 May 11, 2023	BUY	$121.18 - $151.01 $269,746 - $336,148	2,226 New	2,226 $336,000
Q2 2022 Aug 15, 2022	SELL	$123.49 - $161.47 $63,720 - $83,318	-516 Reduced 23.91%	1,642 $242,000
Q1 2022 Apr 26, 2022	SELL	$141.39 - $175.52 $156,094 - $193,774	-1,104 Reduced 33.84%	2,158 $342,000
Q4 2021 Feb 10, 2022	BUY	$148.06 - $176.65 $482,971 - $576,232	3,262 New	3,262 $567,000

Others Institutions Holding XLK

# of Institutions

2,627

Shares Held

190M

Call Options Held

9.53M

Put Options Held

14.1M

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About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Confluence Wealth Services, Inc. Technology Sector Spdr Transaction History