Global Wealth Management Investment Advisory, Inc. Technology Sector Spdr Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 1,311 shares of XLK stock, worth $315,334. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,311

Previous 1,536 14.65%

Holding current value

$315,334

Previous $347,000 14.99%

% of portfolio

0.06%

Previous 0.08%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$197.34 - $237.68 $44,401 - $53,478	-225 Reduced 14.65%	1,311 $295,000
Q2 2024 Aug 05, 2024	BUY	$192.53 - $231.41 $52,368 - $62,943	272 Added 21.52%	1,536 $347,000
Q2 2023 Aug 10, 2023	BUY	$143.97 - $174.63 $181,978 - $220,732	1,264 New	1,264 $219,000
Q3 2022 Nov 09, 2022	BUY	$118.78 - $151.56 $209,171 - $266,897	1,761 New	1,761 $209,000
Q1 2022 May 17, 2022	SELL	$141.39 - $175.52 $424 - $526	-3 Reduced 0.17%	1,761 $280,000
Q3 2021 Nov 16, 2021	BUY	$147.91 - $159.7 $90,816 - $98,055	614 Added 53.39%	1,764 $263,000
Q1 2021 May 17, 2021	SELL	$125.83 - $138.59 $3,145 - $3,464	-25 Reduced 2.13%	1,150 $153,000
Q3 2020 Nov 16, 2020	SELL	$104.66 - $127.03 $24,490 - $29,725	-234 Reduced 16.61%	1,175 $137,000
Q2 2020 Aug 12, 2020	SELL	$76.54 - $104.63 $17,068 - $23,332	-223 Reduced 13.66%	1,409 $147,000
Q1 2020 May 14, 2020	SELL	$70.4 - $102.79 $9,363 - $13,671	-133 Reduced 7.54%	1,632 $131,000
Q3 2019 Nov 14, 2019	SELL	$79.69 - $81.76 $19,603 - $20,112	-246 Reduced 12.23%	1,765 $142,000
Q2 2019 Aug 20, 2019	SELL	N/A	-843 Reduced 29.54%	2,011 $157,000
Q1 2019 May 10, 2019	SELL	N/A	-761 Reduced 21.05%	2,854 $211,000
Q4 2018 Feb 14, 2019	BUY	N/A	3,615 New	3,615 $224,000

Others Institutions Holding XLK

# of Institutions

2,241

Shares Held

169M

Call Options Held

14.8M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Wealth Management Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Management Investment Advisory, Inc. with notifications on news.

Account

Global Wealth Management Investment Advisory, Inc. Technology Sector Spdr Transaction History