Iron Bridge Private Wealth, LLC Technology Sector Spdr Transaction History

Iron Bridge Private Wealth, LLC

$260 Million
Q4 2024

A detailed history of Iron Bridge Private Wealth, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Iron Bridge Private Wealth, LLC holds 19,049 shares of XLK stock, worth $4.47 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares

19,049

Previous 19,775 3.67%

Holding current value

$4.47 Million

Previous $4.46 Million 0.78%

% of portfolio

1.7%

Previous 1.76%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$220.26 - $241.44 $159,908 - $175,285	-726 Reduced 3.67%	19,049 $4.43 Million
Q3 2024 Nov 14, 2024	BUY	$197.34 - $237.68 $3.69 Million - $4.45 Million	18,708 Added 1753.33%	19,775 $4.46 Million
Q2 2024 Aug 14, 2024	SELL	$192.53 - $231.41 $3.42 Million - $4.11 Million	-17,781 Reduced 94.34%	1,067 $241,000
Q1 2024 May 15, 2024	SELL	$184.12 - $211.02 $91,691 - $105,087	-498 Reduced 2.57%	18,848 $3.93 Million
Q4 2023 Feb 12, 2024	BUY	$160.19 - $193.07 $3.1 Million - $3.74 Million	19,346 New	19,346 $3.72 Million
Q1 2023 Apr 12, 2023	BUY	$121.18 - $151.01 $2.66 Million - $3.31 Million	21,922 New	21,922 $3.31 Million
Q1 2022 May 16, 2022	SELL	$141.39 - $175.52 $6.68 Million - $8.29 Million	-47,252 Closed	0 $0
Q4 2021 Feb 17, 2022	SELL	$148.06 - $176.65 $1.35 Million - $1.61 Million	-9,115 Reduced 16.17%	47,252 $8.22 Million
Q3 2021 Jan 12, 2022	BUY	$147.91 - $159.7 $8.34 Million - $9 Million	56,367 New	56,367 $8.42 Million

Others Institutions Holding XLK

# of Institutions

2,400

Shares Held

182M

Call Options Held

13.7M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Iron Bridge Private Wealth, LLC Technology Sector Spdr Transaction History