A detailed history of Signature Wealth Management Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Signature Wealth Management Partners, LLC holds 4,353 shares of XLK stock, worth $974,680. This represents 0.71% of its overall portfolio holdings.

Number of Shares
4,353
Previous 4,353 -0.0%
Holding current value
$974,680
Previous $984,000 0.2%
% of portfolio
0.71%
Previous 0.75%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$143.97 - $174.63 $81,487 - $98,840
-566 Reduced 11.51%
4,353 $756,000
Q1 2023

May 02, 2023

SELL
$121.18 - $151.01 $69,072 - $86,075
-570 Reduced 10.38%
4,919 $742,000
Q4 2022

Feb 03, 2023

BUY
$116.56 - $136.15 $26,109 - $30,497
224 Added 4.25%
5,489 $683,000
Q2 2021

Jul 29, 2021

SELL
$131.31 - $147.82 $13,393 - $15,077
-102 Reduced 1.9%
5,265 $777,000
Q4 2020

Feb 16, 2021

BUY
$110.86 - $130.52 $594,985 - $700,500
5,367 New
5,367 $698,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Signature Wealth Management Partners, LLC Portfolio

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

News

Stay updated on Signature Wealth Management Partners, LLC with notifications on news.