Simplicity Wealth,Llc Technology Sector Spdr Transaction History

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 2025

A detailed history of Simplicity Wealth,Llc transactions in Technology Sector Spdr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 13,816 shares of XLK stock, worth $2.66 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
13,816
Previous 5,246 163.36%
Holding current value
$2.66 Million
Previous $1.22 Million 133.88%
% of portfolio
0.24%
Previous 0.26%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$206.38 - $242.18 $1.77 Million - $2.08 Million
8,570 Added 163.36%
13,816 $2.85 Million
Q4 2024

Feb 07, 2025
SELL
$220.26 - $241.44 $1.9 Million - $2.08 Million
-8,615 Reduced 62.15%
5,246 $1.22 Million
Q3 2024

Oct 09, 2024
SELL
$197.34 - $237.68 $1.28 Million - $1.54 Million
-6,484 Reduced 31.87%
13,861 $3.13 Million
Q2 2024

Jul 10, 2024
SELL
$192.53 - $231.41 $3.67 Million - $4.41 Million
-19,067 Reduced 48.38%
20,345 $4.6 Million
Q1 2024

Apr 24, 2024
BUY
$184.12 - $211.02 $6.16 Million - $7.06 Million
33,440 Added 559.95%
39,412 $8.21 Million
Q4 2023

Jan 29, 2024
BUY
$160.19 - $193.07 $753,533 - $908,201
4,704 Added 370.98%
5,972 $1.15 Million
Q3 2023

Oct 19, 2023
BUY
$161.97 - $180.26 $205,377 - $228,569
1,268 New
1,268 $207,000
Q3 2022

Oct 12, 2022
SELL
$118.78 - $151.56 $42,166 - $53,803
-355 Reduced 2.18%
15,951 $1.9 Million
Q2 2022

Jul 19, 2022
SELL
$123.49 - $161.47 $1.67 Million - $2.19 Million
-13,539 Reduced 45.36%
16,306 $2.07 Million
Q1 2022

May 20, 2022
SELL
$141.39 - $175.52 $9.75 Million - $12.1 Million
-68,925 Reduced 69.78%
29,845 $4.74 Million
Q4 2021

Feb 25, 2022
BUY
$148.06 - $176.65 $14.6 Million - $17.4 Million
98,770 New
98,770 $17.2 Million

Others Institutions Holding XLK

# of Institutions
2,410
Shares Held
181M
Call Options Held
13.7M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,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 Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email