Us Advisors Wealth Management, LLC Technology Sector Spdr Transaction History

Us Advisors Wealth Management, LLC

$308 Million
Q4 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 10,299 shares of XLK stock, worth $2.46 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

10,299

Previous 10,324 0.24%

Holding current value

$2.46 Million

Previous $2.32 Million 3.01%

% of portfolio

0.78%

Previous 0.81%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$220.26 - $241.44 $5,506 - $6,036	-25 Reduced 0.24%	10,299 $2.39 Million
Q3 2024 Nov 07, 2024	SELL	$197.34 - $237.68 $31,771 - $38,266	-161 Reduced 1.54%	10,324 $2.32 Million
Q2 2024 Aug 06, 2024	SELL	$192.53 - $231.41 $3.98 Million - $4.78 Million	-20,664 Reduced 66.34%	10,485 $2.37 Million
Q1 2024 May 02, 2024	BUY	$184.12 - $211.02 $930,910 - $1.07 Million	5,056 Added 19.38%	31,149 $6.5 Million
Q4 2023 Feb 12, 2024	BUY	$160.19 - $193.07 $543,204 - $654,700	3,391 Added 14.94%	26,093 $5.02 Million
Q3 2023 Nov 09, 2023	BUY	$161.97 - $180.26 $109,167 - $121,495	674 Added 3.06%	22,702 $3.72 Million
Q2 2023 Aug 01, 2023	BUY	$143.97 - $174.63 $1.89 Million - $2.29 Million	13,137 Added 147.76%	22,028 $3.82 Million
Q1 2023 Apr 13, 2023	BUY	$121.18 - $151.01 $31,870 - $39,715	263 Added 3.05%	8,891 $1.34 Million
Q4 2022 Feb 10, 2023	SELL	$116.56 - $136.15 $18,882 - $22,056	-162 Reduced 1.84%	8,628 $1.07 Million
Q3 2022 Nov 14, 2022	SELL	$118.78 - $151.56 $11,878 - $15,156	-100 Reduced 1.12%	8,790 $1.04 Million
Q2 2022 Aug 12, 2022	BUY	$123.49 - $161.47 $39,393 - $51,508	319 Added 3.72%	8,890 $1.13 Million
Q1 2022 Jun 08, 2022	SELL	$141.39 - $175.52 $785,421 - $975,013	-5,555 Reduced 39.32%	8,571 $1.36 Million
Q4 2021 Feb 14, 2022	SELL	$148.06 - $176.65 $88,391 - $105,460	-597 Reduced 4.05%	14,126 $2.46 Million
Q3 2021 Nov 03, 2021	BUY	$147.91 - $159.7 $13,016 - $14,053	88 Added 0.6%	14,723 $2.2 Million
Q2 2021 Aug 09, 2021	SELL	$131.31 - $147.82 $50,029 - $56,319	-381 Reduced 2.54%	14,635 $2.16 Million
Q1 2021 May 11, 2021	BUY	$125.83 - $138.59 $74,994 - $82,599	596 Added 4.13%	15,016 $1.99 Million
Q4 2020 Feb 11, 2021	BUY	$110.86 - $130.52 $68,844 - $81,052	621 Added 4.5%	14,420 $1.87 Million
Q3 2020 Nov 04, 2020	SELL	$104.66 - $127.03 $22,397 - $27,184	-214 Reduced 1.53%	13,799 $1.61 Million
Q2 2020 Aug 13, 2020	SELL	$76.54 - $104.63 $654,799 - $895,109	-8,555 Reduced 37.91%	14,013 $1.46 Million
Q1 2020 Apr 28, 2020	BUY	$70.4 - $102.79 $1.59 Million - $2.32 Million	22,568 New	22,568 $1.81 Million

Others Institutions Holding XLK

# of Institutions

2,271

Shares Held

170M

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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Us Advisors Wealth Management, LLC Technology Sector Spdr Transaction History