Roberts Wealth Advisors, LLC Technology Sector Spdr Transaction History

Roberts Wealth Advisors, LLC

  • $363 Million
  • Q4 2025

A detailed history of Roberts Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 24,772 shares of XLK stock, worth $7.14 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares
24,772
Previous 13,263 86.78%
Holding current value
$7.14 Million
Previous $3.74 Million 90.96%
% of portfolio
1.97%
Previous 1.05%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$278.39 - $304.13 $3.2 Million - $3.5 Million
11,509 Added 86.78%
24,772 $7.14 Million
Q3 2025

Oct 20, 2025
SELL
$250.97 - $282.66 $27,104 - $30,527
-108 Reduced 0.81%
13,263 $3.74 Million
Q2 2025

Jul 22, 2025
SELL
$179.73 - $253.23 $15,995 - $22,537
-89 Reduced 0.66%
13,371 $3.39 Million
Q1 2025

Apr 21, 2025
SELL
$206.38 - $242.18 $29,099 - $34,147
-141 Reduced 1.04%
13,460 $2.78 Million
Q4 2024

Jan 16, 2025
SELL
$220.26 - $241.44 $546,685 - $599,254
-2,482 Reduced 15.43%
13,601 $3.16 Million
Q3 2024

Oct 15, 2024
SELL
$197.34 - $237.68 $127,481 - $153,541
-646 Reduced 3.86%
16,083 $3.63 Million
Q2 2024

Aug 13, 2024
SELL
$192.53 - $231.41 $49,480 - $59,472
-257 Reduced 1.51%
16,729 $3.78 Million
Q1 2024

Apr 17, 2024
SELL
$184.12 - $211.02 $78,619 - $90,105
-427 Reduced 2.45%
16,986 $3.54 Million
Q4 2023

Jan 17, 2024
SELL
$160.19 - $193.07 $70,483 - $84,950
-440 Reduced 2.46%
17,413 $10 Million
Q3 2023

Oct 17, 2023
SELL
$161.97 - $180.26 $170,392 - $189,633
-1,052 Reduced 5.56%
17,853 $2.93 Million
Q2 2023

Jul 12, 2023
SELL
$143.97 - $174.63 $66,514 - $80,679
-462 Reduced 2.39%
18,905 $3.29 Million
Q1 2023

Apr 11, 2023
BUY
$121.18 - $151.01 $16,480 - $20,537
136 Added 0.71%
19,367 $2.92 Million
Q4 2022

Jan 10, 2023
BUY
$116.56 - $136.15 $206,777 - $241,530
1,774 Added 10.16%
19,231 $0
Q3 2022

Oct 13, 2022
BUY
$118.78 - $151.56 $48,937 - $62,442
412 Added 2.42%
17,457 $2.2 Million
Q2 2022

Jul 11, 2022
BUY
$123.49 - $161.47 $61,991 - $81,057
502 Added 3.03%
17,045 $2.27 Million
Q1 2022

Apr 12, 2022
BUY
$141.39 - $175.52 $15,694 - $19,482
111 Added 0.68%
16,543 $2.62 Million
Q4 2021

Jan 12, 2022
BUY
$148.06 - $176.65 $52,265 - $62,357
353 Added 2.2%
16,432 $2.88 Million
Q3 2021

Oct 12, 2021
BUY
$147.91 - $159.7 $2.38 Million - $2.57 Million
16,079 New
16,079 $2.4 Million

Others Institutions Holding XLK

# of Institutions
2,632
Shares Held
191M
Call Options Held
9.53M
Put Options Held
14.1M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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