Institute For Wealth Management, Llc. Technology Sector Spdr Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 21,020 shares of XLK stock, worth $4.87 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
21,020
Previous 20,861 0.76%
Holding current value
$4.87 Million
Previous $4.71 Million 3.78%
% of portfolio
0.62%
Previous 0.6%

Shares

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

Jan 23, 2025
BUY
$220.26 - $241.44 $35,021 - $38,388
159 Added 0.76%
21,020 $4.89 Million
Q3 2024

Nov 12, 2024
BUY
$197.34 - $237.68 $13,221 - $15,924
67 Added 0.32%
20,861 $4.71 Million
Q2 2024

Jul 25, 2024
BUY
$192.53 - $231.41 $9,048 - $10,876
47 Added 0.23%
20,794 $4.7 Million
Q1 2024

Apr 30, 2024
SELL
$184.12 - $211.02 $13,809 - $15,826
-75 Reduced 0.36%
20,747 $4.32 Million
Q4 2023

Jan 31, 2024
BUY
$160.19 - $193.07 $39,887 - $48,074
249 Added 1.21%
20,822 $4.01 Million
Q3 2023

Oct 13, 2023
SELL
$161.97 - $180.26 $51,344 - $57,142
-317 Reduced 1.52%
20,573 $3.37 Million
Q2 2023

Jul 25, 2023
SELL
$143.97 - $174.63 $70,113 - $85,044
-487 Reduced 2.28%
20,890 $3.63 Million
Q1 2023

Apr 20, 2023
SELL
$121.18 - $151.01 $47,623 - $59,346
-393 Reduced 1.81%
21,377 $3.23 Million
Q4 2022

Feb 02, 2023
BUY
$116.56 - $136.15 $169,128 - $197,553
1,451 Added 7.14%
21,770 $2.71 Million
Q3 2022

Oct 18, 2022
BUY
$118.78 - $151.56 $9,739 - $12,427
82 Added 0.41%
20,319 $2.41 Million
Q2 2022

Jul 25, 2022
SELL
$123.49 - $161.47 $66,684 - $87,193
-540 Reduced 2.6%
20,237 $2.57 Million
Q1 2022

Apr 29, 2022
BUY
$141.39 - $175.52 $31,812 - $39,492
225 Added 1.09%
20,777 $3.3 Million
Q4 2021

Jan 21, 2022
BUY
$148.06 - $176.65 $49,452 - $59,001
334 Added 1.65%
20,552 $3.57 Million
Q3 2021

Nov 15, 2021
BUY
$147.91 - $159.7 $71,440 - $77,135
483 Added 2.45%
20,218 $3.02 Million
Q2 2021

Jul 21, 2021
BUY
$131.31 - $147.82 $21,797 - $24,538
166 Added 0.85%
19,735 $2.91 Million
Q1 2021

May 04, 2021
BUY
$125.83 - $138.59 $42,027 - $46,289
334 Added 1.74%
19,569 $2.6 Million
Q4 2020

Feb 01, 2021
BUY
$110.86 - $130.52 $43,900 - $51,685
396 Added 2.1%
19,235 $2.5 Million
Q3 2020

Nov 03, 2020
SELL
$104.66 - $127.03 $70,122 - $85,110
-670 Reduced 3.43%
18,839 $2.2 Million
Q2 2020

Jul 30, 2020
BUY
$76.54 - $104.63 $1,071 - $1,464
14 Added 0.07%
19,509 $2.04 Million
Q1 2020

Apr 29, 2020
SELL
$70.4 - $102.79 $36,889 - $53,861
-524 Reduced 2.62%
19,495 $1.57 Million
Q4 2019

Feb 27, 2020
BUY
$78.28 - $91.92 $1.42 Million - $1.67 Million
18,184 Added 990.95%
20,019 $1.84 Million
Q4 2019

Jan 27, 2020
SELL
$78.28 - $91.92 $1.47 Million - $1.72 Million
-18,725 Reduced 91.07%
1,835 $1.84 Million
Q3 2019

Oct 28, 2019
SELL
$79.69 - $81.76 $478 - $490
-6 Reduced 0.03%
20,560 $1.66 Million
Q2 2019

Aug 02, 2019
SELL
N/A
-119 Reduced 0.58%
20,566 $1.61 Million
Q1 2019

May 15, 2019
BUY
N/A
2,998 Added 16.95%
20,685 $1.53 Million
Q4 2018

Feb 08, 2019
SELL
N/A
-11,342 Reduced 39.07%
17,687 $1.1 Million
Q3 2018

Oct 29, 2018
SELL
N/A
-3,271 Reduced 10.13%
29,029 $2.18 Million
Q2 2018

Aug 10, 2018
SELL
N/A
-2,755 Reduced 7.86%
32,300 $2.24 Million
Q1 2018

May 15, 2018
SELL
N/A
-21,201 Reduced 37.69%
35,055 $2.3 Million
Q4 2017

Feb 12, 2018
BUY
N/A
16,633 Added 41.98%
56,256 $3.63 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-1,898 Reduced 4.57%
39,623 $2.34 Million
Q2 2017

Aug 14, 2017
BUY
N/A
41,521
41,521 $2.27 Million

Others Institutions Holding XLK

# of Institutions
2,288
Shares Held
172M
Call Options Held
14.8M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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