Guardian Wealth Advisors, LLC Technology Sector Spdr Transaction History

Guardian Wealth Advisors, LLC

$1.45 Billion
Q3 2025

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	SELL	$179.73 - $253.23 $54,997 - $77,488	-306 Reduced 78.46%	84 $21,000
Q1 2025 May 15, 2025	BUY	$206.38 - $242.18 $63,565 - $74,591	308 Added 375.61%	390 $80,000
Q4 2024 Feb 14, 2025	BUY	$220.26 - $241.44 $8,590 - $9,416	39 Added 90.7%	82 $19,000
Q3 2024 Nov 14, 2024	BUY	$197.34 - $237.68 $1,381 - $1,663	7 Added 19.44%	43 $9,000
Q2 2024 Aug 14, 2024	SELL	$192.53 - $231.41 $44,474 - $53,455	-231 Reduced 86.52%	36 $8,000

Q1 2024 May 15, 2024	SELL	$184.12 - $211.02 $2,945 - $3,376	-16 Reduced 5.65%	267 $55,000
Q4 2023 Feb 14, 2024	BUY	$160.19 - $193.07 $800 - $965	5 Added 1.8%	283 $54,000
Q3 2023 Nov 14, 2023	BUY	$161.97 - $180.26 $971 - $1,081	6 Added 2.21%	278 $45,000
Q2 2023 Aug 14, 2023	BUY	$143.97 - $174.63 $431 - $523	3 Added 1.12%	272 $47,000
Q3 2022 Nov 14, 2022	BUY	$118.78 - $151.56 $3,800 - $4,849	32 Added 13.5%	269 $32,000
Q2 2022 Aug 15, 2022	BUY	$123.49 - $161.47 $29,267 - $38,268	237 New	237 $30,000

Others Institutions Holding XLK

# of Institutions

2,627

Shares Held

190M

Call Options Held

9.53M

Put Options Held

14.1M

Bank Of America Corp Charlotte, NC

12.1M
Shares

$3.47 Billion
0.24% of portfolio
Wells Fargo & Company San Francisco, CA

11.6M
Shares

$3.33 Billion
0.64% of portfolio
Morgan Stanley New York, NY

10.5M
Shares

$3.03 Billion
0.19% of portfolio
Lpl Financial LLC Fort Mill, SC

7.68M
Shares

$2.21 Billion
0.68% of portfolio
Envestnet Asset Management Inc

5.28M
Shares

$1.52 Billion
0.46% of portfolio

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
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