A detailed history of Triad Wealth Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 3,018 shares of XLK stock, worth $869,636. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,018
Previous 1,037 191.03%
Holding current value
$869,636
Previous $263 Million 223.9%
% of portfolio
0.11%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025

BUY
$250.97 - $282.66 $497,171 - $559,949
1,981 Added 191.03%
3,018 $851 Million
Q2 2025

Jul 21, 2025

BUY
$179.73 - $253.23 $186,380 - $262,599
1,037 New
1,037 $263 Million
Q2 2024

Jul 18, 2024

BUY
$192.53 - $231.41 $38,698 - $46,513
201 New
201 $45.5 Million

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Triad Wealth Partners, LLC Portfolio

Follow Triad Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Triad Wealth Partners, LLC with notifications on news.