Jgp Wealth Management, LLC Technology Sector Spdr Transaction History

Jgp Wealth Management, LLC

$938 Million
Q4 2025

A detailed history of Jgp Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 3,720 shares of XLK stock, worth $1.07 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,720

Previous 1,860 100.0%

Holding current value

$1.07 Million

Previous $524,000 104.39%

% of portfolio

0.11%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$278.39 - $304.13 $517,805 - $565,681	1,860 Added 100.0%	3,720 $1.07 Million
Q3 2025 Oct 15, 2025	SELL	$250.97 - $282.66 $36,390 - $40,985	-145 Reduced 7.23%	1,860 $524,000
Q1 2025 Apr 08, 2025	BUY	$206.38 - $242.18 $36,116 - $42,381	175 Added 9.56%	2,005 $413,000
Q1 2024 Apr 24, 2024	SELL	$184.12 - $211.02 $11,415 - $13,083	-62 Reduced 3.28%	1,830 $381,000
Q4 2023 Jan 10, 2024	BUY	$160.19 - $193.07 $10,892 - $13,128	68 Added 3.73%	1,892 $364,000

Q3 2021 Oct 13, 2021	BUY	$147.91 - $159.7 $23,665 - $25,552	160 Added 9.62%	1,824 $272,000
Q2 2021 Aug 12, 2021	SELL	$131.31 - $147.82 $525 - $591	-4 Reduced 0.24%	1,664 $246,000
Q1 2021 Apr 28, 2021	BUY	$125.83 - $138.59 $209,884 - $231,168	1,668 New	1,668 $222,000

Others Institutions Holding XLK

# of Institutions

2,627

Shares Held

190M

Call Options Held

9.53M

Put Options Held

14.1M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Jgp Wealth Management, LLC Technology Sector Spdr Transaction History