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

Institute For Wealth Management, Llc.

$781 Million
Q3 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 20,861 shares of XLK stock, worth $4.95 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

20,861

Previous 20,794 0.32%

Holding current value

$4.95 Million

Previous $4.7 Million 0.11%

% of portfolio

0.6%

Previous 0.64%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,241

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

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