Wambolt & Associates, LLC Technology Sector Spdr Transaction History

Wambolt & Associates, LLC

  • $310 Million
  • Q4 2024

A detailed history of Wambolt & Associates, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Wambolt & Associates, LLC holds 4,823 shares of XLK stock, worth $930,163. This represents 0.36% of its overall portfolio holdings.

Number of Shares
4,823
Previous 1,407 242.79%
Holding current value
$930,163
Previous $317,000 253.63%
% of portfolio
0.36%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$220.26 - $241.44 $752,408 - $824,759
3,416 Added 242.79%
4,823 $1.12 Million
Q3 2024

Nov 08, 2024
BUY
$197.34 - $237.68 $277,657 - $334,415
1,407 New
1,407 $317,000
Q1 2024

Apr 30, 2024
BUY
$184.12 - $211.02 $392,912 - $450,316
2,134 New
2,134 $444,000

Others Institutions Holding XLK

# of Institutions
2,413
Shares Held
181M
Call Options Held
13.7M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Wambolt & Associates, LLC Portfolio

Follow Wambolt & Associates, 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 Wambolt & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wambolt & Associates, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email