Measured Wealth Private Client Group, LLC Technology Sector Spdr Transaction History

Measured Wealth Private Client Group, LLC

$307 Million
Q4 2024

A detailed history of Measured Wealth Private Client Group, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 61,019 shares of XLK stock, worth $14.7 Million. This represents 4.63% of its overall portfolio holdings.

Number of Shares

61,019

Previous 57,541 6.04%

Holding current value

$14.7 Million

Previous $13 Million 9.22%

% of portfolio

4.63%

Previous 4.38%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$220.26 - $241.44 $766,064 - $839,728	3,478 Added 6.04%	61,019 $14.2 Million
Q3 2024 Oct 25, 2024	BUY	$197.34 - $237.68 $2.03 Million - $2.44 Million	10,266 Added 21.72%	57,541 $13 Million
Q2 2024 Aug 12, 2024	BUY	$192.53 - $231.41 $1.11 Million - $1.33 Million	5,740 Added 13.82%	47,275 $10.7 Million
Q1 2024 Apr 18, 2024	BUY	$184.12 - $211.02 $1.03 Million - $1.18 Million	5,578 Added 15.51%	41,535 $8.65 Million
Q4 2023 Feb 06, 2024	SELL	$160.19 - $193.07 $156,665 - $188,822	-978 Reduced 2.65%	35,957 $6.92 Million
Q3 2023 Oct 18, 2023	BUY	$161.97 - $180.26 $218,335 - $242,990	1,348 Added 3.79%	36,935 $6.05 Million
Q2 2023 Jul 20, 2023	BUY	$143.97 - $174.63 $285,924 - $346,815	1,986 Added 5.91%	35,587 $6.19 Million
Q1 2023 May 01, 2023	SELL	$121.18 - $151.01 $104,214 - $129,868	-860 Reduced 2.5%	33,601 $5.07 Million
Q4 2022 Jan 23, 2023	SELL	$116.56 - $136.15 $1.23 Million - $1.44 Million	-10,594 Reduced 23.51%	34,461 $0
Q3 2022 Oct 27, 2022	SELL	$118.78 - $151.56 $187,078 - $238,707	-1,575 Reduced 3.38%	45,055 $5.35 Million
Q2 2022 Jul 25, 2022	BUY	$123.49 - $161.47 $328,359 - $429,348	2,659 Added 6.05%	46,630 $5.93 Million
Q1 2022 May 03, 2022	BUY	$141.39 - $175.52 $1.23 Million - $1.53 Million	8,726 Added 24.76%	43,971 $6.99 Million
Q4 2021 Jan 28, 2022	BUY	$148.06 - $176.65 $861,857 - $1.03 Million	5,821 Added 19.78%	35,245 $6.13 Million
Q3 2021 Nov 01, 2021	BUY	$147.91 - $159.7 $4.35 Million - $4.7 Million	29,424 New	29,424 $4.39 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-7,650 Closed	0 $0
Q3 2017 Feb 15, 2018	BUY	N/A	7,650	7,650 $452,000

Others Institutions Holding XLK

# of Institutions

2,396

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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Measured Wealth Private Client Group, LLC Technology Sector Spdr Transaction History