Lakeridge Wealth Management LLC Technology Sector Spdr Transaction History

Lakeridge Wealth Management LLC

  • $200 Billion
  • Q1 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 2,449 shares of XLK stock, worth $471,334. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,449
Previous 2,394 2.3%
Holding current value
$471,334
Previous $557 Million 9.13%
% of portfolio
0.25%
Previous 0.29%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$206.38 - $242.18 $11,350 - $13,319
55 Added 2.3%
2,449 $506 Million
Q4 2024

Jan 30, 2025
BUY
$220.26 - $241.44 $11,233 - $12,313
51 Added 2.18%
2,394 $557 Million
Q3 2024

Oct 07, 2024
BUY
$197.34 - $237.68 $41,638 - $50,150
211 Added 9.9%
2,343 $529 Million
Q2 2024

Aug 01, 2024
BUY
$192.53 - $231.41 $63,727 - $76,596
331 Added 18.38%
2,132 $482 Million
Q1 2024

Apr 29, 2024
BUY
$184.12 - $211.02 $29,090 - $33,341
158 Added 9.62%
1,801 $375 Million
Q4 2023

Feb 14, 2024
BUY
$160.19 - $193.07 $263,192 - $317,214
1,643 New
1,643 $316 Million

Others Institutions Holding XLK

# of Institutions
2,409
Shares Held
181M
Call Options Held
13.7M
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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