O'Brien Wealth Partners LLC Technology Sector Spdr Transaction History

O'Brien Wealth Partners LLC

  • $527 Million
  • Q4 2024

A detailed history of O'Brien Wealth Partners LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 2,860 shares of XLK stock, worth $664,006. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,860
Previous 1,783 60.4%
Holding current value
$664,006
Previous $402,000 65.42%
% of portfolio
0.13%
Previous 0.08%

Shares

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

Jan 28, 2025
BUY
$220.26 - $241.44 $237,220 - $260,030
1,077 Added 60.4%
2,860 $665,000
Q3 2020

Oct 09, 2020
SELL
$104.66 - $127.03 $127,371 - $154,595
-1,217 Reduced 40.57%
1,783 $211,000
Q2 2020

Jul 10, 2020
SELL
$76.54 - $104.63 $10,485 - $14,334
-137 Reduced 4.37%
3,000 $324,000
Q1 2020

Apr 03, 2020
BUY
$70.4 - $102.79 $9,644 - $14,082
137 Added 4.57%
3,137 $246,000
Q1 2019

Apr 05, 2019
BUY
N/A
3,000 New
3,000 $222,000
Q4 2018

Jan 17, 2019
SELL
N/A
-3,000 Closed
0 $0
Q1 2018

Apr 11, 2018
BUY
N/A
3,000 New
3,000 $196,000

Others Institutions Holding XLK

# of Institutions
2,294
Shares Held
172M
Call Options Held
14.8M
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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