Dynamic Wealth Strategies, LLC Technology Sector Spdr Transaction History

Dynamic Wealth Strategies, LLC

  • $149 Million
  • Q3 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 145 shares of XLK stock, worth $41,781. This represents 0.03% of its overall portfolio holdings.

Number of Shares
145
Previous 2,651 94.53%
Holding current value
$41,781
Previous $671,000 94.04%
% of portfolio
0.03%
Previous 0.49%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$250.97 - $282.66 $628,930 - $708,345
-2,506 Reduced 94.53%
145 $40,000
Q2 2025

Aug 13, 2025
BUY
$179.73 - $253.23 $455,615 - $641,938
2,535 Added 2185.34%
2,651 $671,000
Q1 2025

May 12, 2025
BUY
$206.38 - $242.18 $23,940 - $28,092
116 New
116 $23,000
Q4 2023

Feb 13, 2024
BUY
$160.19 - $193.07 $18,582 - $22,396
116 New
116 $22.3 Million

Others Institutions Holding XLK

# of Institutions
2,612
Shares Held
183M
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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