Principle Wealth Partners LLC Technology Sector Spdr Transaction History

Principle Wealth Partners LLC

$1.33 Billion
Q3 2024

A detailed history of Principle Wealth Partners LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Principle Wealth Partners LLC holds 8,473 shares of XLK stock, worth $2.04 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

8,473

Previous 8,473 -0.0%

Holding current value

$2.04 Million

Previous $1.92 Million 0.21%

% of portfolio

0.14%

Previous 0.15%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$192.53 - $231.41 $7,701 - $9,256	-40 Reduced 0.47%	8,473 $1.92 Million
Q1 2024 Apr 23, 2024	BUY	$184.12 - $211.02 $9,206 - $10,551	50 Added 0.59%	8,513 $1.77 Million
Q4 2023 Feb 05, 2024	BUY	$160.19 - $193.07 $57,027 - $68,732	356 Added 4.39%	8,463 $1.63 Million
Q3 2023 Nov 01, 2023	BUY	$161.97 - $180.26 $161 - $180	1 Added 0.01%	8,107 $1.33 Million
Q2 2023 Jul 31, 2023	SELL	$143.97 - $174.63 $143 - $174	-1 Reduced 0.01%	8,106 $1.41 Million
Q4 2022 Feb 02, 2023	BUY	$116.56 - $136.15 $96,162 - $112,323	825 Added 11.33%	8,107 $1.01 Million
Q3 2022 Nov 14, 2022	SELL	$118.78 - $151.56 $26,725 - $34,101	-225 Reduced 3.0%	7,282 $865,000
Q1 2022 May 12, 2022	SELL	$141.39 - $175.52 $84,551 - $104,960	-598 Reduced 7.38%	7,507 $1.19 Million
Q4 2021 Feb 11, 2022	SELL	$148.06 - $176.65 $457,505 - $545,848	-3,090 Reduced 27.6%	8,105 $1.41 Million
Q3 2021 Nov 16, 2021	SELL	$147.91 - $159.7 $46,591 - $50,305	-315 Reduced 2.74%	11,195 $1.67 Million
Q2 2021 Aug 13, 2021	SELL	$131.31 - $147.82 $68,806 - $77,457	-524 Reduced 4.35%	11,510 $1.7 Million
Q1 2021 May 18, 2021	SELL	$125.83 - $138.59 $24,662 - $27,163	-196 Reduced 1.6%	12,034 $1.6 Million
Q4 2020 Feb 16, 2021	BUY	$110.86 - $130.52 $1.36 Million - $1.6 Million	12,230 New	12,230 $1.59 Million
Q3 2020 Nov 16, 2020	SELL	$104.66 - $127.03 $21,978 - $26,676	-210 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$76.54 - $104.63 $16,073 - $21,972	210 New	210 $22,000

Others Institutions Holding XLK

# of Institutions

2,241

Shares Held

169M

Call Options Held

14.8M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

Track This Portfolio

Portfolio Update

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

News

Stay updated on Principle Wealth Partners LLC with notifications on news.

Account

Principle Wealth Partners LLC Technology Sector Spdr Transaction History