Modern Wealth Management, LLC Technology Sector Spdr Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 19,547 shares of XLK stock, worth $4.59 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
19,547
Previous 14,921 31.0%
Holding current value
$4.59 Million
Previous $3.37 Billion 37.07%
% of portfolio
0.16%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$220.26 - $241.44 $1.02 Million - $1.12 Million
4,626 Added 31.0%
19,547 $4.62 Billion
Q3 2024

Nov 05, 2024
BUY
$197.34 - $237.68 $470,261 - $566,391
2,383 Added 19.01%
14,921 $3.37 Billion
Q2 2024

Aug 07, 2024
BUY
$192.53 - $231.41 $50,250 - $60,398
261 Added 2.13%
12,538 $2.84 Billion
Q1 2024

May 13, 2024
BUY
$184.12 - $211.02 $2.02 Million - $2.31 Million
10,961 Added 832.9%
12,277 $2.52 Billion
Q4 2023

Feb 14, 2024
BUY
$160.19 - $193.07 $210,810 - $254,080
1,316 New
1,316 $253 Million

Others Institutions Holding XLK

# of Institutions
2,401
Shares Held
182M
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
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email