Total Wealth Planning & Management, Inc. Technology Sector Spdr Transaction History

Total Wealth Planning & Management, Inc.

  • $124 Billion
  • Q2 2025

A detailed history of Total Wealth Planning & Management, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 5,432 shares of XLK stock, worth $1.57 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
5,432
Previous 2,617 107.57%
Holding current value
$1.57 Million
Previous $540 Million 154.56%
% of portfolio
1.11%
Previous 0.51%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$179.73 - $253.23 $505,939 - $712,842
2,815 Added 107.57%
5,432 $1.38 Billion
Q1 2025

Apr 24, 2025
SELL
$206.38 - $242.18 $598,295 - $702,079
-2,899 Reduced 52.56%
2,617 $540 Million
Q4 2024

Feb 28, 2025
BUY
$220.26 - $241.44 $1.21 Million - $1.33 Million
5,516 New
5,516 $1.28 Billion

Others Institutions Holding XLK

# of Institutions
2,612
Shares Held
183M
Call Options Held
9.53M
Put Options Held
14.1M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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