A detailed history of Meridian Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Meridian Wealth Advisors, LLC holds 19,657 shares of XLK stock, worth $4.73 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
19,657
Previous 21,332 7.85%
Holding current value
$4.73 Million
Previous $4.83 Million 8.04%
% of portfolio
0.83%
Previous 0.96%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$197.34 - $237.68 $330,544 - $398,114
-1,675 Reduced 7.85%
19,657 $4.44 Million
Q2 2024

Aug 02, 2024

BUY
$192.53 - $231.41 $192 - $231
1 Added 0.0%
21,332 $4.83 Million
Q4 2023

Feb 06, 2024

BUY
$160.19 - $193.07 $160 - $193
1 Added 0.0%
21,331 $4.11 Million
Q2 2023

Aug 02, 2023

SELL
$143.97 - $174.63 $83,070 - $100,761
-577 Reduced 2.63%
21,330 $3.71 Million
Q1 2023

May 01, 2023

SELL
$121.18 - $151.01 $10,785 - $13,439
-89 Reduced 0.4%
21,907 $3.31 Million
Q4 2022

Jan 23, 2023

SELL
$116.56 - $136.15 $493,165 - $576,050
-4,231 Reduced 16.13%
21,996 $0
Q3 2022

Oct 19, 2022

SELL
$118.78 - $151.56 $364,179 - $464,682
-3,066 Reduced 10.47%
26,227 $3.12 Million
Q2 2022

Jul 26, 2022

SELL
$123.49 - $161.47 $1.01 Million - $1.32 Million
-8,169 Reduced 21.81%
29,293 $3.72 Million
Q1 2022

May 12, 2022

SELL
$141.39 - $175.52 $63,484 - $78,808
-449 Reduced 1.18%
37,462 $5.95 Million
Q4 2021

Feb 02, 2022

BUY
$148.06 - $176.65 $31,832 - $37,979
215 Added 0.57%
37,911 $6.59 Million
Q3 2021

Nov 12, 2021

BUY
$147.91 - $159.7 $478,636 - $516,789
3,236 Added 9.39%
37,696 $5.63 Million
Q1 2021

May 07, 2021

BUY
$125.83 - $138.59 $207,745 - $228,812
1,651 Added 5.03%
34,460 $4.58 Million
Q4 2020

May 07, 2021

BUY
$110.86 - $130.52 $3.54 Million - $4.16 Million
31,891 Added 3473.97%
32,809 $4.27 Million
Q4 2020

Feb 16, 2021

SELL
$110.86 - $130.52 $4.32 Million - $5.08 Million
-38,941 Reduced 97.7%
918 $84,000
Q3 2020

Nov 16, 2020

BUY
$104.66 - $127.03 $180,852 - $219,507
1,728 Added 4.53%
39,859 $4.65 Million
Q2 2020

Aug 14, 2020

BUY
$76.54 - $104.63 $631,455 - $863,197
8,250 Added 27.61%
38,131 $3.98 Million
Q1 2020

May 15, 2020

BUY
$70.4 - $102.79 $103,840 - $151,615
1,475 Added 5.19%
29,881 $2.4 Million
Q4 2019

Feb 12, 2020

BUY
$78.28 - $91.92 $396,096 - $465,115
5,060 Added 21.67%
28,406 $2.6 Million
Q3 2019

Nov 08, 2019

BUY
$79.69 - $81.76 $170,935 - $175,375
2,145 Added 10.12%
23,346 $1.88 Million
Q2 2019

Aug 08, 2019

BUY
N/A
2,635 Added 14.19%
21,201 $1.66 Million
Q1 2019

May 07, 2019

BUY
N/A
191 Added 1.04%
18,566 $1.37 Million
Q4 2018

Feb 14, 2019

BUY
N/A
18,375 New
18,375 $1.14 Million

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Meridian Wealth Advisors, LLC Portfolio

Follow Meridian Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Advisors, LLC with notifications on news.