Sky Oak Wealth, LLC Technology Sector Spdr Transaction History

Sky Oak Wealth, LLC

$465 Million
Q4 2024

A detailed history of Sky Oak Wealth, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 36,425 shares of XLK stock, worth $8.57 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares

36,425

Previous 37,028 1.63%

Holding current value

$8.57 Million

Previous $8.36 Million 1.32%

% of portfolio

1.82%

Previous 1.88%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$220.26 - $241.44 $132,816 - $145,588	-603 Reduced 1.63%	36,425 $8.47 Million
Q3 2024 Nov 04, 2024	BUY	$197.34 - $237.68 $9,669 - $11,646	49 Added 0.13%	37,028 $8.36 Million
Q2 2024 Aug 12, 2024	SELL	$192.53 - $231.41 $102,233 - $122,878	-531 Reduced 1.42%	36,979 $8.37 Million
Q1 2024 Apr 29, 2024	SELL	$184.12 - $211.02 $30,195 - $34,607	-164 Reduced 0.44%	37,510 $7.81 Million
Q4 2023 Jan 12, 2024	SELL	$160.19 - $193.07 $318,938 - $384,402	-1,991 Reduced 5.02%	37,674 $7.25 Million
Q3 2023 Oct 24, 2023	SELL	$161.97 - $180.26 $21,865 - $24,335	-135 Reduced 0.34%	39,665 $6.5 Million
Q2 2023 Jul 20, 2023	BUY	$143.97 - $174.63 $118,631 - $143,895	824 Added 2.11%	39,800 $6.92 Million
Q1 2023 May 02, 2023	SELL	$121.18 - $151.01 $4,604 - $5,738	-38 Reduced 0.1%	38,976 $5.89 Million
Q4 2022 Jan 26, 2023	BUY	$116.56 - $136.15 $281,842 - $329,210	2,418 Added 6.61%	39,014 $0
Q3 2022 Oct 25, 2022	BUY	$118.78 - $151.56 $6,651 - $8,487	56 Added 0.15%	36,596 $4.35 Million
Q2 2022 Jul 26, 2022	SELL	$123.49 - $161.47 $145,965 - $190,857	-1,182 Reduced 3.13%	36,540 $4.65 Million
Q1 2022 Apr 18, 2022	SELL	$141.39 - $175.52 $2.55 Million - $3.16 Million	-18,010 Reduced 32.32%	37,722 $6 Million
Q4 2021 Jan 24, 2022	BUY	$148.06 - $176.65 $333,431 - $397,815	2,252 Added 4.21%	55,732 $9.69 Million
Q3 2021 Oct 21, 2021	BUY	$147.91 - $159.7 $147,170 - $158,901	995 Added 1.9%	53,480 $7.99 Million
Q2 2021 Jul 19, 2021	BUY	$131.31 - $147.82 $115,027 - $129,490	876 Added 1.7%	52,485 $7.75 Million
Q1 2021 Apr 29, 2021	SELL	$125.83 - $138.59 $51,967 - $57,237	-413 Reduced 0.79%	51,609 $7.32 Million
Q4 2020 Feb 02, 2021	SELL	$110.86 - $130.52 $10,088 - $11,877	-91 Reduced 0.17%	52,022 $6.76 Million
Q3 2020 Nov 03, 2020	SELL	$104.66 - $127.03 $3.12 Million - $3.79 Million	-29,850 Reduced 36.42%	52,113 $6.08 Million
Q2 2020 Aug 10, 2020	BUY	$76.54 - $104.63 $227,400 - $310,855	2,971 Added 3.76%	81,963 $8.56 Million
Q1 2020 May 04, 2020	SELL	$70.4 - $102.79 $524,761 - $766,196	-7,454 Reduced 8.62%	78,992 $6.35 Million
Q4 2019 Feb 04, 2020	BUY	$78.28 - $91.92 $6.77 Million - $7.95 Million	86,446 New	86,446 $7.92 Million

Others Institutions Holding XLK

# of Institutions

2,351

Shares Held

179M

Call Options Held

15.2M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Sky Oak Wealth, LLC Technology Sector Spdr Transaction History