Tanglewood Wealth Management, Inc. Technology Sector Spdr Transaction History

Tanglewood Wealth Management, Inc.

$829 Million
Q4 2024

A detailed history of Tanglewood Wealth Management, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Tanglewood Wealth Management, Inc. holds 6,963 shares of XLK stock, worth $1.55 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

6,963

Previous 4,225 64.8%

Holding current value

$1.55 Million

Previous $953,000 69.88%

% of portfolio

0.2%

Previous 0.11%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$220.26 - $241.44 $603,071 - $661,062	2,738 Added 64.8%	6,963 $1.62 Million
Q3 2024 Oct 25, 2024	SELL	$197.34 - $237.68 $10,656 - $12,834	-54 Reduced 1.26%	4,225 $953,000
Q2 2024 Jul 25, 2024	SELL	$192.53 - $231.41 $28,686 - $34,480	-149 Reduced 3.36%	4,279 $968,000
Q1 2024 May 08, 2024	SELL	$184.12 - $211.02 $118,389 - $135,685	-643 Reduced 12.68%	4,428 $922,000
Q4 2023 Feb 07, 2024	BUY	$160.19 - $193.07 $203,120 - $244,812	1,268 Added 33.34%	5,071 $976,000
Q3 2023 Oct 31, 2023	SELL	$161.97 - $180.26 $212,828 - $236,861	-1,314 Reduced 25.68%	3,803 $623,000
Q2 2023 Aug 04, 2023	BUY	$143.97 - $174.63 $119,063 - $144,419	827 Added 19.28%	5,117 $889,000
Q1 2023 May 01, 2023	BUY	$121.18 - $151.01 $133,176 - $165,959	1,099 Added 34.44%	4,290 $647,000
Q4 2022 Feb 06, 2023	SELL	$116.56 - $136.15 $743,885 - $868,909	-6,382 Reduced 66.67%	3,191 $397,000
Q3 2022 Nov 02, 2022	BUY	$118.78 - $151.56 $556,009 - $709,452	4,681 Added 95.69%	9,573 $1.14 Million
Q2 2022 Jul 22, 2022	BUY	$123.49 - $161.47 $604,113 - $789,911	4,892 New	4,892 $622,000

Others Institutions Holding XLK

# of Institutions

2,404

Shares Held

182M

Call Options Held

13.7M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Tanglewood Wealth Management, Inc. Technology Sector Spdr Transaction History