Wealth Enhancement Advisory Services, LLC Technology Sector Spdr Transaction History

Wealth Enhancement Advisory Services, LLC

$46.2 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 288,702 shares of XLK stock, worth $66 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

288,702

Previous 286,589 0.74%

Holding current value

$66 Million

Previous $64.7 Million 3.75%

% of portfolio

0.15%

Previous 0.15%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$220.26 - $241.44 $465,409 - $510,162	2,113 Added 0.74%	288,702 $67.1 Million
Q3 2024 Oct 23, 2024	SELL	$197.34 - $237.68 $3.93 Million - $4.73 Million	-19,897 Reduced 6.49%	286,589 $64.7 Million
Q2 2024 Jul 16, 2024	BUY	$192.53 - $231.41 $455,525 - $547,516	2,366 Added 0.78%	306,486 $69.3 Million
Q1 2024 Apr 15, 2024	BUY	$184.12 - $211.02 $808,286 - $926,377	4,390 Added 1.46%	304,120 $63.3 Million
Q4 2023 Jan 30, 2024	SELL	$160.19 - $193.07 $846,123 - $1.02 Million	-5,282 Reduced 1.73%	299,730 $57.7 Million
Q3 2023 Nov 13, 2023	BUY	$161.97 - $180.26 $47.8 Million - $53.1 Million	294,832 Added 2896.19%	305,012 $50 Million
Q2 2023 Jul 21, 2023	SELL	$143.97 - $174.63 $1.06 Million - $1.29 Million	-7,366 Reduced 41.98%	10,180 $1.77 Million
Q1 2023 Apr 25, 2023	BUY	$121.18 - $151.01 $202,855 - $252,790	1,674 Added 10.55%	17,546 $2.65 Million
Q4 2022 Feb 01, 2023	BUY	$116.56 - $136.15 $2,447 - $2,859	21 Added 0.13%	15,872 $1.98 Million
Q3 2022 Oct 17, 2022	BUY	$118.78 - $151.56 $171,280 - $218,549	1,442 Added 10.01%	15,851 $1.91 Million
Q2 2022 Jul 18, 2022	BUY	$123.49 - $161.47 $124,724 - $163,084	1,010 Added 7.54%	14,409 $1.92 Million
Q1 2022 Apr 18, 2022	BUY	$141.39 - $175.52 $25,026 - $31,067	177 Added 1.34%	13,399 $2.16 Million
Q4 2021 Feb 08, 2022	BUY	$148.06 - $176.65 $50,636 - $60,414	342 Added 2.66%	13,222 $2.12 Million
Q3 2021 Nov 03, 2021	BUY	$147.91 - $159.7 $445,357 - $480,856	3,011 Added 30.51%	12,880 $2.05 Million
Q2 2021 Aug 10, 2021	BUY	$131.31 - $147.82 $2,888 - $3,252	22 Added 0.22%	9,869 $1.5 Million
Q1 2021 May 12, 2021	BUY	$125.83 - $138.59 $794,742 - $875,334	6,316 Added 178.87%	9,847 $1.36 Million
Q4 2020 Feb 10, 2021	BUY	$110.86 - $130.52 $391,446 - $460,866	3,531 New	3,531 $450,000

Others Institutions Holding XLK

# of Institutions

2,248

Shares Held

169M

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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Wealth Enhancement Advisory Services, LLC Technology Sector Spdr Transaction History