Executive Wealth Management, LLC Technology Sector Spdr Transaction History

Executive Wealth Management, LLC

  • $1.15 Billion
  • Q4 2024

A detailed history of Executive Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Executive Wealth Management, LLC holds 1,298 shares of XLK stock, worth $374,018. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,298
Previous 1,245 4.26%
Holding current value
$374,018
Previous $281,000 7.12%
% of portfolio
0.03%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$220.26 - $241.44 $11,673 - $12,796
53 Added 4.26%
1,298 $301,000
Q3 2024

Nov 01, 2024
BUY
$197.34 - $237.68 $21,312 - $25,669
108 Added 9.5%
1,245 $281,000
Q2 2024

Aug 08, 2024
BUY
$192.53 - $231.41 $31,767 - $38,182
165 Added 16.98%
1,137 $257,000
Q1 2024

May 13, 2024
BUY
$184.12 - $211.02 $178,964 - $205,111
972 New
972 $202,000
Q3 2019

Oct 30, 2019
BUY
$79.69 - $81.76 $1,275 - $1,308
16 Added 4.78%
351 $28,000
Q2 2019

Aug 01, 2019
BUY
N/A
1 Added 0.3%
335 $26,000
Q4 2018

Feb 19, 2019
BUY
N/A
334 New
334 $21,000

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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