Spartan Planning & Wealth Management Technology Sector Spdr Transaction History

Spartan Planning & Wealth Management

$130 Million
Q4 2025

A detailed history of Spartan Planning & Wealth Management transactions in Technology Sector Spdr stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 7,901 shares of XLK stock, worth $2.28 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares

7,901

Previous 4,371 80.76%

Holding current value

$2.28 Million

Previous $1.23 Million 84.74%

% of portfolio

1.75%

Previous 1.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	$278.39 - $304.13 $982,716 - $1.07 Million	3,530 Added 80.76%	7,901 $2.28 Million
Q3 2025 Oct 14, 2025	SELL	$250.97 - $282.66 $15,560 - $17,524	-62 Reduced 1.4%	4,371 $1.23 Million
Q2 2025 Jul 17, 2025	BUY	$179.73 - $253.23 $796,743 - $1.12 Million	4,433 New	4,433 $1.12 Million
Q4 2024 Jan 07, 2025	BUY	$220.26 - $241.44 $1.01 Million - $1.11 Million	4,602 Added 409.07%	5,727 $1.33 Million
Q4 2023 Mar 12, 2024	BUY	$160.19 - $193.07 $78,813 - $94,990	492 Added 77.73%	1,125 $216,000

Q3 2023 Nov 17, 2023	BUY	$161.97 - $180.26 $102,527 - $114,104	633 New	633 $103,000

Others Institutions Holding XLK

# of Institutions

2,652

Shares Held

208M

Call Options Held

9.85M

Put Options Held

14.3M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Spartan Planning & Wealth Management Technology Sector Spdr Transaction History