Smart Wealth LLC Technology Sector Spdr Transaction History

Smart Wealth LLC

$255 Billion
Q3 2024

A detailed history of Smart Wealth LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Smart Wealth LLC holds 10,977 shares of XLK stock, worth $2.59 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

10,977

Previous 14,427 23.91%

Holding current value

$2.59 Million

Previous $3.26 Billion 24.07%

% of portfolio

0.97%

Previous 1.32%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 13, 2024	SELL	$197.34 - $237.68 $680,823 - $819,996	-3,450 Reduced 23.91%	10,977 $2.48 Billion
Q2 2024 Dec 13, 2024	SELL	$192.53 - $231.41 $110,512 - $132,829	-574 Reduced 3.83%	14,427 $3.26 Billion
Q1 2024 Dec 13, 2024	BUY	$184.12 - $211.02 $1.5 Million - $1.72 Million	8,163 Added 119.38%	15,001 $3.12 Billion
Q4 2023 Dec 13, 2024	BUY	$160.19 - $193.07 $352,578 - $424,947	2,201 Added 47.47%	6,838 $1.32 Billion
Q3 2023 Dec 13, 2024	BUY	$161.97 - $180.26 $321,186 - $357,455	1,983 Added 74.72%	4,637 $760 Million
Q2 2023 Dec 13, 2024	BUY	$143.97 - $174.63 $382,096 - $463,468	2,654 New	2,654 $461 Million
Q1 2023 Dec 13, 2024	SELL	$121.18 - $151.01 $355,057 - $442,459	-2,930 Closed	0 $0
Q4 2022 Dec 13, 2024	BUY	$116.56 - $136.15 $341,520 - $398,919	2,930 New	2,930 $365 Million

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

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