Peterson Wealth Management Technology Sector Spdr Transaction History

Peterson Wealth Management

$161 Million
Q2 2024

A detailed history of Peterson Wealth Management transactions in Technology Sector Spdr stock. As of the latest transaction made, Peterson Wealth Management holds 24,595 shares of XLK stock, worth $5.51 Million. This represents 3.45% of its overall portfolio holdings.

Number of Shares

24,595

Previous 22,233 10.62%

Holding current value

$5.51 Million

Previous $4.63 Million 20.17%

% of portfolio

3.45%

Previous 3.36%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	BUY	$192.53 - $231.41 $454,755 - $546,590	2,362 Added 10.62%	24,595 $5.56 Million
Q1 2024 May 15, 2024	BUY	$184.12 - $211.02 $123,176 - $141,172	669 Added 3.1%	22,233 $4.63 Million
Q4 2023 Feb 22, 2024	SELL	$160.19 - $193.07 $372,281 - $448,694	-2,324 Reduced 9.73%	21,564 $4.15 Million
Q3 2023 Nov 14, 2023	BUY	$161.97 - $180.26 $650,795 - $724,284	4,018 Added 20.22%	23,888 $3.92 Million
Q2 2023 Aug 17, 2023	BUY	$143.97 - $174.63 $133,604 - $162,056	928 Added 4.9%	19,870 $3.45 Million
Q1 2023 Aug 17, 2023	SELL	$121.18 - $151.01 $18,782 - $23,406	-155 Reduced 0.81%	18,942 $2.86 Million
Q4 2022 Feb 07, 2023	SELL	$116.56 - $136.15 $43,593 - $50,920	-374 Reduced 1.92%	19,097 $2.38 Million
Q3 2022 Oct 13, 2022	BUY	$118.78 - $151.56 $1.82 Million - $2.32 Million	15,321 Added 369.18%	19,471 $2.31 Million
Q2 2022 Aug 03, 2022	SELL	$123.49 - $161.47 $2.03 Million - $2.66 Million	-16,471 Reduced 79.87%	4,150 $528,000
Q1 2022 Apr 26, 2022	SELL	$141.39 - $175.52 $1.96 Million - $2.43 Million	-13,869 Reduced 40.21%	20,621 $3.28 Million
Q4 2021 Feb 09, 2022	BUY	$148.06 - $176.65 $189,368 - $225,935	1,279 Added 3.85%	34,490 $6 Million
Q3 2021 Nov 12, 2021	BUY	$147.91 - $159.7 $146,135 - $157,783	988 Added 3.07%	33,211 $4.96 Million
Q2 2021 Aug 03, 2021	SELL	$131.31 - $147.82 $2.07 Million - $2.33 Million	-15,750 Reduced 32.83%	32,223 $4.76 Million
Q1 2021 Apr 19, 2021	SELL	$125.83 - $138.59 $1.37 Million - $1.51 Million	-10,900 Reduced 18.51%	47,973 $6.37 Million
Q4 2020 Mar 10, 2021	BUY	$110.86 - $130.52 $195,667 - $230,367	1,765 Added 3.09%	58,873 $7.66 Million
Q3 2020 Nov 03, 2020	SELL	$104.66 - $127.03 $477,144 - $579,129	-4,559 Reduced 7.39%	57,108 $6.66 Million
Q2 2020 Jul 22, 2020	BUY	$76.54 - $104.63 $354,686 - $484,855	4,634 Added 8.13%	61,667 $6.44 Million
Q1 2020 Apr 23, 2020	SELL	$70.4 - $102.79 $1.39 Million - $2.03 Million	-19,744 Reduced 25.72%	57,033 $4.58 Million
Q4 2019 Jan 17, 2020	BUY	$78.28 - $91.92 $6.01 Million - $7.06 Million	76,777 New	76,777 $7.3 Million

Others Institutions Holding XLK

# of Institutions

2,217

Shares Held

172M

Call Options Held

13.5M

Put Options Held

14.8M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Peterson Wealth Management Technology Sector Spdr Transaction History